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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 | $69,478 | $64,716+7.4% | $112,258-38.1% | $68,495+1.4% |
| Participation rate | 61.8% | 67.2%-5.4pp | 75.1%-13.3pp | 67.9%-6.1pp |
| Annual return | -18.60% | -11.40%-7.2pp | 27.47%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $101 | $2,746-96.3% | $3,636-97.2% | $2,596-96.1% |
| Participant deferral / active EE | $7,679 | $3,565+115.4% | $4,728+62.4% | $4,028+90.7% |
| Admin fee / account holder | $1,146 | $5,232-78.1% | $6,411-82.1% | $5,403-78.8% |