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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 | $162,615 | $71,873+126.3% | $86,698+87.6% | $68,490+137.4% |
| Participation rate | 42.2% | 72.2%-30.1pp | 76.6%-34.4pp | 67.9%-25.7pp |
| Annual return | -11.78% | 3.54%-15.3pp | 35.96%-47.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $558 | $2,173-74.3% | $2,837-80.3% | $2,597-78.5% |
| Participant deferral / active EE | $2,865 | $3,779-24.2% | $4,656-38.5% | $4,028-28.9% |
| Admin fee / account holder | $7,078 | $6,110+15.8% | $7,492-5.5% | $5,403+31.0% |