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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,712 | $54,357+19.1% | $82,706-21.8% | $68,495-5.5% |
| Participation rate | 47.2% | 63.9%-16.8pp | 72.6%-25.4pp | 67.9%-20.7pp |
| Annual return | -18.92% | -13.67%-5.3pp | 701.76%-720.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,437 | $3,246-55.7% | $4,394-67.3% | $4,028-64.3% |
| Admin fee / account holder | $5,245 | $4,396+19.3% | $5,329-1.6% | $5,403-2.9% |