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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 | $122,269 | $59,813+104.4% | $79,580+53.6% | $68,486+78.5% |
| Participation rate | 37.8% | 61.1%-23.3pp | 69.5%-31.7pp | 67.9%-30.1pp |
| Annual return | -19.00% | -12.30%-6.7pp | 0.15%-19.2pp | -7.85%-11.1pp |
| Employer contribution / active EE | $224 | $1,505-85.1% | $2,413-90.7% | $2,597-91.4% |
| Participant deferral / active EE | $2,201 | $3,024-27.2% | $3,985-44.8% | $4,028-45.3% |
| Admin fee / account holder | $10,443 | $4,835+116.0% | $6,835+52.8% | $5,404+93.2% |