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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 | $91,676 | $62,589+46.5% | $76,768+19.4% | $64,173+42.9% |
| Participation rate | 63.0% | 72.8%-9.9pp | 77.0%-14.0pp | 69.6%-6.6pp |
| Annual return | -6.59% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $387 | $1,832-78.9% | $2,485-84.4% | $2,381-83.7% |
| Participant deferral / active EE | $1,743 | $3,145-44.6% | $3,852-54.7% | $3,470-49.8% |
| Admin fee / account holder | $10,203 | $4,667+118.6% | $6,675+52.8% | $4,887+108.8% |