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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 | $97,304 | $64,719+50.3% | $112,249-13.3% | $68,486+42.1% |
| Participation rate | 65.5% | 67.2%-1.6pp | 75.1%-9.5pp | 67.9%-2.4pp |
| Annual return | -15.27% | -11.40%-3.9pp | 27.48%-42.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $179 | $2,747-93.5% | $3,636-95.1% | $2,597-93.1% |
| Participant deferral / active EE | $3,582 | $3,565+0.5% | $4,729-24.2% | $4,028-11.1% |
| Admin fee / account holder | $523 | $5,232-90.0% | $6,412-91.8% | $5,404-90.3% |