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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 | $135,030 | $57,352+135.4% | $83,831+61.1% | $64,173+110.4% |
| Participation rate | 22.6% | 68.6%-46.0pp | 76.1%-53.6pp | 69.6%-47.0pp |
| Annual return | -6.59% | 11.38%-18.0pp | 850.99%-857.6pp | 7.63%-14.2pp |
| Employer contribution / active EE | $252 | $2,546-90.1% | $3,631-93.1% | $2,381-89.4% |
| Participant deferral / active EE | $2,310 | $2,993-22.8% | $4,082-43.4% | $3,470-33.4% |
| Admin fee / account holder | $441 | $4,046-89.1% | $5,479-91.9% | $4,887-91.0% |