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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 | $58,736 | $49,280+19.2% | $67,313-12.7% | $64,173-8.5% |
| Participation rate | 38.3% | 60.8%-22.5pp | 69.1%-30.8pp | 69.6%-31.3pp |
| Annual return | -2.13% | -1.39%-0.7pp | -4.08%+2.0pp | 7.63%-9.8pp |
| Employer contribution / active EE | $243 | $1,668-85.5% | $2,566-90.5% | $2,381-89.8% |
| Participant deferral / active EE | $1,827 | $2,484-26.5% | $3,568-48.8% | $3,470-47.3% |
| Admin fee / account holder | $9,102 | $3,863+135.7% | $4,507+102.0% | $4,887+86.2% |