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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 | $152,364 | $81,870+86.1% | $119,622+27.4% | $68,486+122.5% |
| Participation rate | 42.9% | 71.9%-29.0pp | 79.3%-36.4pp | 67.9%-25.0pp |
| Annual return | -17.09% | -23.82%+6.7pp | -14.98%-2.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $652 | $2,692-75.8% | $4,232-84.6% | $2,597-74.9% |
| Participant deferral / active EE | $5,839 | $4,148+40.8% | $5,601+4.3% | $4,028+45.0% |
| Admin fee / account holder | $6,213 | $6,583-5.6% | $10,328-39.8% | $5,404+15.0% |