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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 | $112,808 | $48,267+133.7% | $68,794+64.0% | $68,495+64.7% |
| Participation rate | 58.3% | 60.7%-2.3pp | 69.0%-10.7pp | 67.9%-9.6pp |
| Annual return | -19.27% | -12.70%-6.6pp | -6.37%-12.9pp | -7.84%-11.4pp |
| Employer contribution / active EE | $123 | $1,829-93.3% | $2,656-95.4% | $2,596-95.3% |
| Participant deferral / active EE | $1,820 | $2,867-36.5% | $3,941-53.8% | $4,028-54.8% |
| Admin fee / account holder | $16,346 | $4,362+274.7% | $4,934+231.3% | $5,403+202.5% |