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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 | $171,852 | $167,352+2.7% | $143,788+19.5% | $134,509+27.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -16.33% | 0.47%-16.8pp | -0.03%-16.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $722 | $5,620-87.2% | $4,952-85.4% | $4,741-84.8% |
| Participant deferral / active EE | $2,473 | $6,447-61.6% | $5,638-56.1% | $6,400-61.4% |
| Admin fee / account holder | $1,140 | $18,091-93.7% | $14,675-92.2% | $11,427-90.0% |