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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 | $82,560 | $50,958+62.0% | $74,552+10.7% | $64,181+28.6% |
| Participation rate | 38.1% | 61.1%-22.9pp | 69.1%-31.0pp | 69.6%-31.4pp |
| Annual return | -5.06% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $71 | $1,115-93.7% | $1,961-96.4% | $2,381-97.0% |
| Participant deferral / active EE | $1,919 | $2,301-16.6% | $3,108-38.2% | $3,470-44.7% |
| Admin fee / account holder | $13,209 | $4,223+212.8% | $5,060+161.1% | $4,887+170.3% |