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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 | $108,275 | $64,719+67.3% | $112,249-3.5% | $68,486+58.1% |
| Participation rate | 41.4% | 67.2%-25.8pp | 75.1%-33.7pp | 67.9%-26.5pp |
| Annual return | -17.28% | -11.40%-5.9pp | 27.48%-44.8pp | -7.85%-9.4pp |
| Employer contribution / active EE | $162 | $2,747-94.1% | $3,636-95.5% | $2,597-93.8% |
| Participant deferral / active EE | $3,326 | $3,565-6.7% | $4,729-29.7% | $4,028-17.4% |
| Admin fee / account holder | $7,130 | $5,232+36.3% | $6,412+11.2% | $5,404+31.9% |