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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 | $77,947 | $64,719+20.4% | $112,249-30.6% | $68,486+13.8% |
| Participation rate | 67.9% | 67.2%+0.8pp | 75.1%-7.1pp | 67.9%0pp |
| Annual return | -15.22% | -11.40%-3.8pp | 27.48%-42.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $505 | $2,747-81.6% | $3,636-86.1% | $2,597-80.5% |
| Participant deferral / active EE | $2,391 | $3,565-32.9% | $4,729-49.4% | $4,028-40.6% |
| Admin fee / account holder | $5,136 | $5,232-1.8% | $6,412-19.9% | $5,404-5.0% |