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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 | $191,818 | $81,870+134.3% | $119,634+60.3% | $68,490+180.1% |
| Participation rate | 57.9% | 71.9%-14.0pp | 79.3%-21.4pp | 67.9%-10.0pp |
| Annual return | -11.60% | -23.82%+12.2pp | -14.98%+3.4pp | -7.85%-3.7pp |
| Employer contribution / active EE | $655 | $2,692-75.7% | $4,232-84.5% | $2,597-74.8% |
| Participant deferral / active EE | $2,509 | $4,148-39.5% | $5,601-55.2% | $4,028-37.7% |
| Admin fee / account holder | $6,093 | $6,583-7.4% | $10,329-41.0% | $5,403+12.8% |