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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 | $60,006 | $50,947+17.8% | $74,551-19.5% | $64,173-6.5% |
| Participation rate | 42.1% | 61.1%-19.0pp | 69.1%-27.0pp | 69.6%-27.5pp |
| Annual return | -5.77% | -1.85%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,830 | $2,302-20.5% | $3,108-41.1% | $3,470-47.3% |
| Admin fee / account holder | $12,147 | $4,221+187.8% | $5,059+140.1% | $4,887+148.5% |