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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 | $91,731 | $59,805+53.4% | $79,551+15.3% | $68,498+33.9% |
| Participation rate | 16.4% | 61.1%-44.7pp | 69.5%-53.1pp | 67.9%-51.5pp |
| Annual return | -15.69% | -12.30%-3.4pp | 0.14%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,903 | $3,024-37.1% | $3,985-52.2% | $4,027-52.7% |
| Admin fee / account holder | $974 | $4,835-79.8% | $6,833-85.7% | $5,403-82.0% |