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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 | $154,992 | $64,719+139.5% | $112,249+38.1% | $68,486+126.3% |
| Participation rate | 62.1% | 67.2%-5.1pp | 75.1%-13.0pp | 67.9%-5.8pp |
| Annual return | -16.00% | -11.40%-4.6pp | 27.48%-43.5pp | -7.85%-8.1pp |
| Employer contribution / active EE | $640 | $2,747-76.7% | $3,636-82.4% | $2,597-75.4% |
| Participant deferral / active EE | $6,598 | $3,565+85.1% | $4,729+39.5% | $4,028+63.8% |
| Admin fee / account holder | $1,254 | $5,232-76.0% | $6,412-80.4% | $5,404-76.8% |