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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 | $81,533 | $72,388+12.6% | $111,392-26.8% | $64,173+27.1% |
| Participation rate | 53.2% | 70.5%-17.3pp | 78.9%-25.7pp | 69.6%-16.4pp |
| Annual return | -6.58% | -1.50%-5.1pp | -2.06%-4.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $180 | $3,000-94.0% | $4,328-95.8% | $2,381-92.4% |
| Participant deferral / active EE | $1,804 | $4,241-57.5% | $5,567-67.6% | $3,470-48.0% |
| Admin fee / account holder | $1,871 | $5,719-67.3% | $12,266-84.7% | $4,887-61.7% |