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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 | $82,102 | $73,019+12.4% | $90,766-9.5% | $68,490+19.9% |
| Participation rate | 66.7% | 70.8%-4.2pp | 75.7%-9.0pp | 67.9%-1.2pp |
| Annual return | -17.33% | -13.81%-3.5pp | -12.16%-5.2pp | -7.85%-9.5pp |
| Employer contribution / active EE | -$334 | $2,193-115.2% | $2,922-111.4% | $2,597-112.9% |
| Participant deferral / active EE | $6,045 | $3,626+66.7% | $4,565+32.4% | $4,028+50.1% |
| Admin fee / account holder | $3,378 | $5,897-42.7% | $8,446-60.0% | $5,403-37.5% |