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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 | $172,110 | $110,083+56.3% | $151,639+13.5% | $68,486+151.3% |
| Participation rate | 60.7% | 84.0%-23.3pp | 87.5%-26.8pp | 67.9%-7.2pp |
| Annual return | -17.19% | -10.12%-7.1pp | 3.34%-20.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,999 | $6,526+37.9% | $8,363+7.6% | $4,028+123.4% |
| Admin fee / account holder | $1,402 | $7,718-81.8% | $11,613-87.9% | $5,404-74.1% |