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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 | $134,555 | $64,719+107.9% | $112,249+19.9% | $68,486+96.5% |
| Participation rate | 30.8% | 67.2%-36.4pp | 75.1%-44.3pp | 67.9%-37.1pp |
| Annual return | -18.60% | -11.40%-7.2pp | 27.48%-46.1pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,966 | $3,565-44.9% | $4,729-58.4% | $4,028-51.2% |
| Admin fee / account holder | $4,689 | $5,232-10.4% | $6,412-26.9% | $5,404-13.2% |