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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 | $102,909 | $110,083-6.5% | $151,639-32.1% | $68,486+50.3% |
| Participation rate | 62.1% | 84.0%-21.9pp | 87.5%-25.4pp | 67.9%-5.8pp |
| Annual return | -15.88% | -10.12%-5.8pp | 3.34%-19.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $789 | $4,470-82.3% | $6,165-87.2% | $2,597-69.6% |
| Participant deferral / active EE | $5,266 | $6,526-19.3% | $8,363-37.0% | $4,028+30.7% |
| Admin fee / account holder | $12,417 | $7,718+60.9% | $11,613+6.9% | $5,404+129.8% |