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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 | $63,303 | $50,958+24.2% | $74,552-15.1% | $64,181-1.4% |
| Participation rate | 58.5% | 61.1%-2.5pp | 69.1%-10.6pp | 69.6%-11.0pp |
| Annual return | -3.69% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,578 | $2,301+12.0% | $3,108-17.1% | $3,470-25.7% |
| Admin fee / account holder | $1,867 | $4,223-55.8% | $5,060-63.1% | $4,887-61.8% |