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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 | $40,076 | $43,730-8.4% | $121,220-66.9% | $64,173-37.6% |
| Participation rate | 59.6% | 58.3%+1.2pp | 71.8%-12.2pp | 69.6%-10.0pp |
| Annual return | -5.65% | 68.94%-74.6pp | 16.94%-22.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $129 | $1,297-90.0% | $4,023-96.8% | $2,381-94.6% |
| Participant deferral / active EE | $1,645 | $2,281-27.9% | $3,345-50.8% | $3,470-52.6% |
| Admin fee / account holder | $493 | $3,502-85.9% | $5,021-90.2% | $4,887-89.9% |