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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 | $107,031 | $50,947+110.1% | $74,551+43.6% | $64,173+66.8% |
| Participation rate | 61.3% | 61.1%+0.2pp | 69.1%-7.9pp | 69.6%-8.3pp |
| Annual return | -8.02% | -1.85%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $121 | $1,115-89.1% | $1,961-93.8% | $2,381-94.9% |
| Participant deferral / active EE | $4,238 | $2,302+84.1% | $3,108+36.3% | $3,470+22.1% |
| Admin fee / account holder | $2,313 | $4,221-45.2% | $5,059-54.3% | $4,887-52.7% |