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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 | $60,091 | $43,730+37.4% | $121,220-50.4% | $64,173-6.4% |
| Participation rate | 59.5% | 58.3%+1.1pp | 71.8%-12.3pp | 69.6%-10.1pp |
| Annual return | -0.95% | 68.94%-69.9pp | 16.94%-17.9pp | 7.63%-8.6pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,022 | $2,281-11.3% | $3,345-39.5% | $3,470-41.7% |
| Admin fee / account holder | $9,301 | $3,502+165.5% | $5,021+85.2% | $4,887+90.3% |