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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 | $102,726 | $50,947+101.6% | $74,549+37.8% | $64,173+60.1% |
| Participation rate | 38.5% | 61.1%-22.6pp | 69.1%-30.7pp | 69.6%-31.1pp |
| Annual return | -4.55% | -1.85%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $96 | $1,115-91.4% | $1,961-95.1% | $2,381-96.0% |
| Participant deferral / active EE | $3,352 | $2,302+45.6% | $3,108+7.8% | $3,470-3.4% |
| Admin fee / account holder | $13,957 | $4,221+230.7% | $5,059+175.9% | $4,887+185.6% |