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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 | $94,476 | $92,219+2.4% | $76,768+23.1% | $135,379-30.2% |
| Participation rate | 47.4% | 79.8%-32.4pp | 77.0%-29.6pp | 82.6%-35.3pp |
| Annual return | -6.19% | 5.46%-11.7pp | 2.43%-8.6pp | 519.79%-526.0pp |
| Employer contribution / active EE | $150 | $3,216-95.3% | $2,485-93.9% | $4,779-96.9% |
| Participant deferral / active EE | $2,288 | $4,508-49.2% | $3,852-40.6% | $5,609-59.2% |
| Admin fee / account holder | $1,601 | $10,749-85.1% | $6,675-76.0% | $10,828-85.2% |