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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 | $90,669 | $45,872+97.7% | $77,100+17.6% | $68,490+32.4% |
| Participation rate | 30.8% | 55.9%-25.2pp | 67.9%-37.2pp | 67.9%-37.1pp |
| Annual return | -15.40% | 1.73%-17.1pp | 42.35%-57.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,237 | $2,963-24.5% | $4,430-49.5% | $4,028-44.5% |
| Admin fee / account holder | $2,361 | $3,041-22.4% | $5,443-56.6% | $5,403-56.3% |