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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 | $137,421 | $50,947+169.7% | $74,551+84.3% | $64,173+114.1% |
| Participation rate | 49.3% | 61.1%-11.8pp | 69.1%-19.9pp | 69.6%-20.3pp |
| Annual return | -5.90% | -1.85%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,077 | $2,302+77.1% | $3,108+31.2% | $3,470+17.5% |
| Admin fee / account holder | $1,096 | $4,221-74.0% | $5,059-78.3% | $4,887-77.6% |