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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 | $102,005 | $71,873+41.9% | $86,698+17.7% | $68,490+48.9% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.4pp | 67.9%+1.3pp |
| Annual return | -16.71% | 3.54%-20.2pp | 35.96%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $381 | $2,173-82.5% | $2,837-86.6% | $2,597-85.3% |
| Participant deferral / active EE | $2,391 | $3,779-36.7% | $4,656-48.7% | $4,028-40.6% |
| Admin fee / account holder | $8,618 | $6,110+41.0% | $7,492+15.0% | $5,403+59.5% |