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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 | $114,028 | $71,873+58.7% | $86,698+31.5% | $68,490+66.5% |
| Participation rate | 31.0% | 72.2%-41.2pp | 76.6%-45.6pp | 67.9%-36.9pp |
| Annual return | -18.08% | 3.54%-21.6pp | 35.96%-54.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $530 | $2,173-75.6% | $2,837-81.3% | $2,597-79.6% |
| Participant deferral / active EE | $1,931 | $3,779-48.9% | $4,656-58.5% | $4,028-52.0% |
| Admin fee / account holder | $1,223 | $6,110-80.0% | $7,492-83.7% | $5,403-77.4% |