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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 | $117,080 | $64,719+80.9% | $112,249+4.3% | $68,486+71.0% |
| Participation rate | 36.4% | 67.2%-30.8pp | 75.1%-38.7pp | 67.9%-31.5pp |
| Annual return | -15.84% | -11.40%-4.4pp | 27.48%-43.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $162 | $2,747-94.1% | $3,636-95.5% | $2,597-93.8% |
| Participant deferral / active EE | $2,704 | $3,565-24.2% | $4,729-42.8% | $4,028-32.9% |
| Admin fee / account holder | $718 | $5,232-86.3% | $6,412-88.8% | $5,404-86.7% |