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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 | $114,232 | $50,958+124.2% | $74,552+53.2% | $64,181+78.0% |
| Participation rate | 32.5% | 61.1%-28.6pp | 69.1%-36.6pp | 69.6%-37.1pp |
| Annual return | -3.37% | -1.86%-1.5pp | 32.53%-35.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,344 | $2,301+1.9% | $3,108-24.6% | $3,470-32.4% |
| Admin fee / account holder | $7,212 | $4,223+70.8% | $5,060+42.5% | $4,887+47.6% |