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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 | $81,103 | $64,729+25.3% | $112,263-27.8% | $68,490+18.4% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -10.77% | -11.40%+0.6pp | 27.49%-38.3pp | -7.85%-2.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,860 | $3,566+148.5% | $4,729+87.3% | $4,028+120.0% |
| Admin fee / account holder | $14,842 | $5,222+184.2% | $6,410+131.5% | $5,403+174.7% |