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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 | $104,576 | $81,870+27.7% | $119,634-12.6% | $68,490+52.7% |
| Participation rate | 64.9% | 71.9%-7.0pp | 79.3%-14.4pp | 67.9%-3.0pp |
| Annual return | -17.59% | -23.82%+6.2pp | -14.98%-2.6pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,790 | $4,148+39.6% | $5,601+3.4% | $4,028+43.7% |
| Admin fee / account holder | $8,262 | $6,583+25.5% | $10,329-20.0% | $5,403+52.9% |