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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 | $57,287 | $71,872-20.3% | $86,691-33.9% | $68,495-16.4% |
| Participation rate | 53.8% | 72.2%-18.4pp | 76.6%-22.7pp | 67.9%-14.0pp |
| Annual return | -1.66% | 3.53%-5.2pp | 35.94%-37.6pp | -7.84%+6.2pp |
| Employer contribution / active EE | $381 | $2,173-82.5% | $2,837-86.6% | $2,596-85.3% |
| Participant deferral / active EE | $1,945 | $3,779-48.5% | $4,656-58.2% | $4,028-51.7% |
| Admin fee / account holder | $59,398 | $6,112+871.8% | $7,492+692.8% | $5,403+999.3% |