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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 | $109,951 | $71,873+53.0% | $86,698+26.8% | $68,490+60.5% |
| Participation rate | 50.9% | 72.2%-21.4pp | 76.6%-25.7pp | 67.9%-17.0pp |
| Annual return | -16.13% | 3.54%-19.7pp | 35.96%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $545 | $2,173-74.9% | $2,837-80.8% | $2,597-79.0% |
| Participant deferral / active EE | $1,795 | $3,779-52.5% | $4,656-61.4% | $4,028-55.4% |
| Admin fee / account holder | $40,333 | $6,110+560.1% | $7,492+438.3% | $5,403+646.5% |