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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 | $96,618 | $59,819+61.5% | $79,583+21.4% | $68,490+41.1% |
| Participation rate | 27.8% | 61.1%-33.3pp | 69.5%-41.7pp | 67.9%-40.1pp |
| Annual return | -17.00% | -12.30%-4.7pp | 0.16%-17.2pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,862 | $3,025-38.4% | $3,986-53.3% | $4,028-53.8% |
| Admin fee / account holder | $1,068 | $4,835-77.9% | $6,835-84.4% | $5,403-80.2% |