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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 | $55,170 | $39,162+40.9% | $100,671-45.2% | $59,633-7.5% |
| Participation rate | 56.3% | 55.9%+0.4pp | 70.7%-14.5pp | 68.7%-12.4pp |
| Annual return | -1.16% | 21.07%-22.2pp | 20.43%-21.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $159 | $1,151-86.2% | $4,012-96.0% | $2,203-92.8% |
| Participant deferral / active EE | $2,759 | $1,992+38.5% | $3,144-12.2% | $3,192-13.5% |
| Admin fee / account holder | $9,806 | $2,969+230.2% | $4,850+102.2% | $4,297+128.2% |