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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 | $159,302 | $62,583+154.5% | $76,767+107.5% | $64,173+148.2% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -7.45% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $98 | $1,832-94.6% | $2,485-96.0% | $2,381-95.9% |
| Participant deferral / active EE | $2,098 | $3,145-33.3% | $3,852-45.5% | $3,470-39.5% |
| Admin fee / account holder | $1,409 | $4,667-69.8% | $6,675-78.9% | $4,887-71.2% |