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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 | $125,680 | $73,848+70.2% | $143,799-12.6% | $68,486+83.5% |
| Participation rate | 14.0% | 66.7%-52.6pp | 80.3%-66.3pp | 67.9%-53.9pp |
| Annual return | -4.16% | 0.91%-5.1pp | -0.04%-4.1pp | -7.85%+3.7pp |
| Employer contribution / active EE | $251 | $3,184-92.1% | $4,952-94.9% | $2,597-90.3% |
| Participant deferral / active EE | $1,008 | $3,385-70.2% | $5,638-82.1% | $4,028-75.0% |
| Admin fee / account holder | $1,482 | $5,755-74.2% | $14,677-89.9% | $5,404-72.6% |