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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 | $128,392 | $81,870+56.8% | $119,634+7.3% | $68,490+87.5% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -16.36% | -23.82%+7.5pp | -14.98%-1.4pp | -7.85%-8.5pp |
| Employer contribution / active EE | $561 | $2,692-79.2% | $4,232-86.7% | $2,597-78.4% |
| Participant deferral / active EE | $3,954 | $4,148-4.7% | $5,601-29.4% | $4,028-1.8% |
| Admin fee / account holder | $1,551 | $6,583-76.4% | $10,329-85.0% | $5,403-71.3% |