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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 | $60,535 | $57,352+5.5% | $83,830-27.8% | $64,173-5.7% |
| Participation rate | 53.3% | 68.6%-15.3pp | 76.1%-22.8pp | 69.6%-16.2pp |
| Annual return | -5.28% | 11.38%-16.7pp | 850.97%-856.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $320 | $2,546-87.4% | $3,631-91.2% | $2,381-86.6% |
| Participant deferral / active EE | $2,134 | $2,993-28.7% | $4,082-47.7% | $3,470-38.5% |
| Admin fee / account holder | $1,816 | $4,046-55.1% | $5,479-66.8% | $4,887-62.8% |