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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 | $96,208 | $65,557+46.8% | $105,736-9.0% | $56,289+70.9% |
| Participation rate | 26.1% | 63.4%-37.3pp | 76.3%-50.2pp | 69.9%-43.7pp |
| Annual return | -3.69% | -1.32%-2.4pp | 6.27%-10.0pp | -9.96%+6.3pp |
| Employer contribution / active EE | $453 | $1,788-74.7% | $3,268-86.1% | $2,111-78.5% |
| Participant deferral / active EE | $1,735 | $2,418-28.2% | $4,080-57.5% | $3,350-48.2% |
| Admin fee / account holder | $1,234 | $561+119.8% | $6,913-82.1% | $521+136.9% |