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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 | $68,350 | $50,947+34.2% | $74,549-8.3% | $64,173+6.5% |
| Participation rate | 51.0% | 61.1%-10.1pp | 69.1%-18.2pp | 69.6%-18.6pp |
| Annual return | -5.87% | -1.85%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $163 | $1,115-85.4% | $1,961-91.7% | $2,381-93.2% |
| Participant deferral / active EE | $1,630 | $2,302-29.2% | $3,108-47.5% | $3,470-53.0% |
| Admin fee / account holder | $2,296 | $4,221-45.6% | $5,059-54.6% | $4,887-53.0% |