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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 | $69,722 | $61,660+13.1% | $80,022-12.9% | $64,173+8.6% |
| Participation rate | 51.9% | 71.7%-19.8pp | 75.8%-24.0pp | 69.6%-17.7pp |
| Annual return | -6.94% | -0.33%-6.6pp | 11.22%-18.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $43 | $1,810-97.6% | $2,468-98.2% | $2,381-98.2% |
| Participant deferral / active EE | $3,426 | $2,968+15.4% | $3,686-7.1% | $3,470-1.3% |
| Admin fee / account holder | $2,666 | $5,417-50.8% | $6,521-59.1% | $4,887-45.5% |