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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 | $69,540 | $59,813+16.3% | $79,580-12.6% | $68,486+1.5% |
| Participation rate | 43.2% | 61.1%-17.9pp | 69.5%-26.3pp | 67.9%-24.7pp |
| Annual return | -16.13% | -12.30%-3.8pp | 0.15%-16.3pp | -7.85%-8.3pp |
| Employer contribution / active EE | $184 | $1,505-87.8% | $2,413-92.4% | $2,597-92.9% |
| Participant deferral / active EE | $5,166 | $3,024+70.8% | $3,985+29.6% | $4,028+28.3% |
| Admin fee / account holder | $3,188 | $4,835-34.1% | $6,835-53.4% | $5,404-41.0% |