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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 | $77,244 | $110,083-29.8% | $151,639-49.1% | $68,486+12.8% |
| Participation rate | 57.7% | 84.0%-26.3pp | 87.5%-29.8pp | 67.9%-10.2pp |
| Annual return | -12.58% | -10.12%-2.5pp | 3.34%-15.9pp | -7.85%-4.7pp |
| Employer contribution / active EE | $713 | $4,470-84.0% | $6,165-88.4% | $2,597-72.5% |
| Participant deferral / active EE | $3,919 | $6,526-39.9% | $8,363-53.1% | $4,028-2.7% |
| Admin fee / account holder | $2,643 | $7,718-65.8% | $11,613-77.2% | $5,404-51.1% |