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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 | $70,288 | $64,138+9.6% | $112,258-37.4% | $66,930+5.0% |
| Participation rate | 43.3% | 68.5%-25.2pp | 75.1%-31.8pp | 69.8%-26.5pp |
| Annual return | -13.45% | -13.81%+0.4pp | 27.47%-40.9pp | 1.57%-15.0pp |
| Employer contribution / active EE | $268 | $3,006-91.1% | $3,636-92.6% | $2,545-89.5% |
| Participant deferral / active EE | $2,443 | $3,694-33.9% | $4,728-48.3% | $4,238-42.4% |
| Admin fee / account holder | $4,362 | $625+597.5% | $6,411-32.0% | $593+635.1% |