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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 | $76,836 | $71,878+6.9% | $86,698-11.4% | $68,486+12.2% |
| Participation rate | 57.7% | 72.2%-14.6pp | 76.6%-18.9pp | 67.9%-10.2pp |
| Annual return | -12.44% | 3.53%-16.0pp | 35.95%-48.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $449 | $2,173-79.3% | $2,837-84.2% | $2,597-82.7% |
| Participant deferral / active EE | $1,882 | $3,779-50.2% | $4,656-59.6% | $4,028-53.3% |
| Admin fee / account holder | $1,455 | $6,113-76.2% | $7,493-80.6% | $5,404-73.1% |