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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 | $140,947 | $56,484+149.5% | $169,452-16.8% | $64,173+119.6% |
| Participation rate | 21.4% | 64.5%-43.1pp | 77.8%-56.4pp | 69.6%-48.1pp |
| Annual return | -0.41% | -1.55%+1.1pp | 1.83%-2.2pp | 7.63%-8.0pp |
| Employer contribution / active EE | $270 | $1,832-85.3% | $4,157-93.5% | $2,381-88.7% |
| Participant deferral / active EE | $1,838 | $3,448-46.7% | $5,277-65.2% | $3,470-47.0% |
| Admin fee / account holder | $24,072 | $4,174+476.7% | $9,110+164.2% | $4,887+392.5% |