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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 | $110,162 | $48,267+128.2% | $68,808+60.1% | $68,486+60.9% |
| Participation rate | 31.7% | 60.7%-29.0pp | 69.0%-37.3pp | 67.9%-36.2pp |
| Annual return | -18.49% | -12.70%-5.8pp | -6.37%-12.1pp | -7.85%-10.6pp |
| Employer contribution / active EE | $127 | $1,829-93.0% | $2,656-95.2% | $2,597-95.1% |
| Participant deferral / active EE | $1,274 | $2,867-55.5% | $3,942-67.7% | $4,028-68.4% |
| Admin fee / account holder | $568 | $4,362-87.0% | $4,936-88.5% | $5,404-89.5% |