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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 | $104,782 | $64,729+61.9% | $112,263-6.7% | $68,490+53.0% |
| Participation rate | 52.6% | 67.2%-14.5pp | 75.1%-22.4pp | 67.9%-15.3pp |
| Annual return | -17.38% | -11.40%-6.0pp | 27.49%-44.9pp | -7.85%-9.5pp |
| Employer contribution / active EE | $637 | $2,746-76.8% | $3,636-82.5% | $2,597-75.5% |
| Participant deferral / active EE | $2,898 | $3,566-18.7% | $4,729-38.7% | $4,028-28.0% |
| Admin fee / account holder | $987 | $5,222-81.1% | $6,410-84.6% | $5,403-81.7% |