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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 | $126,624 | $59,819+111.7% | $79,583+59.1% | $68,490+84.9% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.5%-15.6pp | 67.9%-14.1pp |
| Annual return | -14.74% | -12.30%-2.4pp | 0.16%-14.9pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,654 | $3,025+53.9% | $3,986+16.8% | $4,028+15.6% |
| Admin fee / account holder | $832 | $4,835-82.8% | $6,835-87.8% | $5,403-84.6% |