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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 | $82,338 | $71,872+14.6% | $86,691-5.0% | $68,495+20.2% |
| Participation rate | 61.1% | 72.2%-11.1pp | 76.6%-15.5pp | 67.9%-6.8pp |
| Annual return | -11.12% | 3.53%-14.6pp | 35.94%-47.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $111 | $2,173-94.9% | $2,837-96.1% | $2,596-95.7% |
| Participant deferral / active EE | $2,223 | $3,779-41.2% | $4,656-52.2% | $4,028-44.8% |
| Admin fee / account holder | $6,886 | $6,112+12.7% | $7,492-8.1% | $5,403+27.4% |