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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 | $95,860 | $73,009+31.3% | $90,756+5.6% | $68,495+40.0% |
| Participation rate | 66.1% | 70.8%-4.7pp | 75.7%-9.6pp | 67.9%-1.8pp |
| Annual return | -17.22% | -13.81%-3.4pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $424 | $2,193-80.6% | $2,922-85.5% | $2,596-83.7% |
| Participant deferral / active EE | $4,674 | $3,626+28.9% | $4,565+2.4% | $4,028+16.0% |
| Admin fee / account holder | $12,580 | $5,896+113.4% | $8,445+49.0% | $5,403+132.8% |