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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 | $120,575 | $71,878+67.7% | $86,698+39.1% | $68,486+76.1% |
| Participation rate | 37.5% | 72.2%-34.7pp | 76.6%-39.1pp | 67.9%-30.4pp |
| Annual return | -15.63% | 3.53%-19.2pp | 35.95%-51.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,853 | $3,779-51.0% | $4,656-60.2% | $4,028-54.0% |
| Admin fee / account holder | $19,143 | $6,113+213.2% | $7,493+155.5% | $5,404+254.3% |