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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 | $103,777 | $64,729+60.3% | $112,263-7.6% | $68,490+51.5% |
| Participation rate | 44.1% | 67.2%-23.0pp | 75.1%-30.9pp | 67.9%-23.8pp |
| Annual return | -13.79% | -11.40%-2.4pp | 27.49%-41.3pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,607 | $3,566-54.9% | $4,729-66.0% | $4,028-60.1% |
| Admin fee / account holder | $22,634 | $5,222+333.5% | $6,410+253.1% | $5,403+318.9% |