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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 | $50,838 | $42,917+18.5% | $60,899-16.5% | $68,495-25.8% |
| Participation rate | 54.2% | 66.8%-12.6pp | 73.1%-18.9pp | 67.9%-13.7pp |
| Annual return | -17.62% | -13.99%-3.6pp | 16.92%-34.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $125 | $1,979-93.7% | $2,702-95.4% | $2,596-95.2% |
| Participant deferral / active EE | $3,954 | $2,867+37.9% | $3,817+3.6% | $4,028-1.8% |
| Admin fee / account holder | $2,367 | $3,102-23.7% | $3,225-26.6% | $5,403-56.2% |