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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 | $120,340 | $59,813+101.2% | $79,580+51.2% | $68,486+75.7% |
| Participation rate | 53.5% | 61.1%-7.6pp | 69.5%-16.0pp | 67.9%-14.4pp |
| Annual return | -19.26% | -12.30%-7.0pp | 0.15%-19.4pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,619 | $3,024+19.6% | $3,985-9.2% | $4,028-10.1% |
| Admin fee / account holder | $3,448 | $4,835-28.7% | $6,835-49.5% | $5,404-36.2% |