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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 | $114,535 | $81,870+39.9% | $119,622-4.3% | $68,486+67.2% |
| Participation rate | 63.8% | 71.9%-8.1pp | 79.3%-15.4pp | 67.9%-4.1pp |
| Annual return | -14.51% | -23.82%+9.3pp | -14.98%+0.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $602 | $2,692-77.6% | $4,232-85.8% | $2,597-76.8% |
| Participant deferral / active EE | $4,611 | $4,148+11.2% | $5,601-17.7% | $4,028+14.5% |
| Admin fee / account holder | $5,272 | $6,583-19.9% | $10,328-49.0% | $5,404-2.4% |