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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 | $89,721 | $72,404+23.9% | $110,241-18.6% | $64,181+39.8% |
| Participation rate | 53.6% | 73.3%-19.7pp | 79.8%-26.2pp | 69.6%-15.9pp |
| Annual return | -6.76% | -6.29%-0.5pp | 314.75%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $194 | $2,282-91.5% | $3,827-94.9% | $2,381-91.9% |
| Participant deferral / active EE | $3,679 | $3,469+6.1% | $4,672-21.2% | $3,470+6.0% |
| Admin fee / account holder | $12,916 | $5,664+128.0% | $8,548+51.1% | $4,887+164.3% |