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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 | $168,851 | $73,019+131.2% | $90,766+86.0% | $68,490+146.5% |
| Participation rate | 17.5% | 70.8%-53.3pp | 75.7%-58.2pp | 67.9%-50.4pp |
| Annual return | -15.16% | -13.81%-1.4pp | -12.16%-3.0pp | -7.85%-7.3pp |
| Employer contribution / active EE | $332 | $2,193-84.9% | $2,922-88.6% | $2,597-87.2% |
| Participant deferral / active EE | $1,921 | $3,626-47.0% | $4,565-57.9% | $4,028-52.3% |
| Admin fee / account holder | $8,238 | $5,897+39.7% | $8,446-2.5% | $5,403+52.5% |