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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 | $42,031 | $50,947-17.5% | $74,551-43.6% | $64,173-34.5% |
| Participation rate | 65.2% | 61.1%+4.2pp | 69.1%-3.9pp | 69.6%-4.4pp |
| Annual return | -6.75% | -1.85%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $11 | $1,115-99.0% | $1,961-99.4% | $2,381-99.5% |
| Participant deferral / active EE | $2,428 | $2,302+5.5% | $3,108-21.9% | $3,470-30.0% |
| Admin fee / account holder | $4,028 | $4,221-4.6% | $5,059-20.4% | $4,887-17.6% |