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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 | $79,809 | $59,813+33.4% | $79,580+0.3% | $68,486+16.5% |
| Participation rate | 29.6% | 61.1%-31.5pp | 69.5%-39.9pp | 67.9%-38.3pp |
| Annual return | -13.09% | -12.30%-0.8pp | 0.15%-13.2pp | -7.85%-5.2pp |
| Employer contribution / active EE | $128 | $1,505-91.5% | $2,413-94.7% | $2,597-95.1% |
| Participant deferral / active EE | $1,390 | $3,024-54.0% | $3,985-65.1% | $4,028-65.5% |
| Admin fee / account holder | $1,881 | $4,835-61.1% | $6,835-72.5% | $5,404-65.2% |