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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 | $66,453 | $54,162+22.7% | $68,612-3.1% | $64,173+3.6% |
| Participation rate | 15.6% | 68.1%-52.4pp | 72.2%-56.6pp | 69.6%-53.9pp |
| Annual return | 0.45% | -1.62%+2.1pp | -4.63%+5.1pp | 7.63%-7.2pp |
| Employer contribution / active EE | $226 | $1,846-87.8% | $2,625-91.4% | $2,381-90.5% |
| Participant deferral / active EE | $1,274 | $2,626-51.5% | $3,311-61.5% | $3,470-63.3% |
| Admin fee / account holder | $54,200 | $4,029+1245.4% | $5,131+956.2% | $4,887+1009.0% |