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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 | $91,620 | $50,947+79.8% | $74,551+22.9% | $64,173+42.8% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.1%-35.8pp | 69.6%-36.2pp |
| Annual return | -6.88% | -1.85%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $175 | $1,115-84.3% | $1,961-91.1% | $2,381-92.6% |
| Participant deferral / active EE | $1,680 | $2,302-27.0% | $3,108-46.0% | $3,470-51.6% |
| Admin fee / account holder | $1,982 | $4,221-53.0% | $5,059-60.8% | $4,887-59.4% |