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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 | $117,924 | $59,819+97.1% | $79,583+48.2% | $68,490+72.2% |
| Participation rate | 16.7% | 61.1%-44.4pp | 69.5%-52.8pp | 67.9%-51.2pp |
| Annual return | -11.39% | -12.30%+0.9pp | 0.16%-11.6pp | -7.85%-3.5pp |
| Employer contribution / active EE | $87 | $1,505-94.2% | $2,414-96.4% | $2,597-96.7% |
| Participant deferral / active EE | $1,810 | $3,025-40.2% | $3,986-54.6% | $4,028-55.1% |
| Admin fee / account holder | $613 | $4,835-87.3% | $6,835-91.0% | $5,403-88.7% |