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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 | $59,855 | $69,977-14.5% | $108,582-44.9% | $62,881-4.8% |
| Participation rate | 62.2% | 72.9%-10.7pp | 79.6%-17.3pp | 69.3%-7.1pp |
| Annual return | 8.43% | 10.73%-2.3pp | -51.70%+60.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $124 | $2,135-94.2% | $3,758-96.7% | $2,281-94.6% |
| Participant deferral / active EE | $4,135 | $3,165+30.7% | $4,311-4.1% | $3,203+29.1% |
| Admin fee / account holder | $5,001 | $5,076-1.5% | $7,645-34.6% | $4,296+16.4% |