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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 | $75,257 | $71,873+4.7% | $86,698-13.2% | $68,490+9.9% |
| Participation rate | 57.9% | 72.2%-14.4pp | 76.6%-18.7pp | 67.9%-10.0pp |
| Annual return | -14.19% | 3.54%-17.7pp | 35.96%-50.2pp | -7.85%-6.3pp |
| Employer contribution / active EE | $308 | $2,173-85.8% | $2,837-89.1% | $2,597-88.1% |
| Participant deferral / active EE | $2,226 | $3,779-41.1% | $4,656-52.2% | $4,028-44.7% |
| Admin fee / account holder | $4,919 | $6,110-19.5% | $7,492-34.3% | $5,403-8.9% |