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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 | $150,045 | $64,719+131.8% | $112,249+33.7% | $68,486+119.1% |
| Participation rate | 25.0% | 67.2%-42.2pp | 75.1%-50.1pp | 67.9%-42.9pp |
| Annual return | -16.47% | -11.40%-5.1pp | 27.48%-43.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $288 | $2,747-89.5% | $3,636-92.1% | $2,597-88.9% |
| Participant deferral / active EE | $2,276 | $3,565-36.2% | $4,729-51.9% | $4,028-43.5% |
| Admin fee / account holder | $7,914 | $5,232+51.2% | $6,412+23.4% | $5,404+46.4% |