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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 | $100,690 | $49,177+104.8% | $79,466+26.7% | $64,173+56.9% |
| Participation rate | 22.9% | 65.0%-42.2pp | 73.3%-50.5pp | 69.6%-46.7pp |
| Annual return | -4.85% | -1.16%-3.7pp | 718.28%-723.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $50 | $2,076-97.6% | $2,800-98.2% | $2,381-97.9% |
| Participant deferral / active EE | $1,180 | $2,821-58.2% | $3,704-68.1% | $3,470-66.0% |
| Admin fee / account holder | $1,890 | $3,839-50.8% | $5,104-63.0% | $4,887-61.3% |