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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 | $167,269 | $52,836+216.6% | $105,738+58.2% | $64,173+160.7% |
| Participation rate | 36.1% | 66.5%-30.4pp | 76.3%-40.2pp | 69.6%-33.5pp |
| Annual return | -7.73% | 14.30%-22.0pp | 6.27%-14.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $322 | $1,827-82.4% | $3,268-90.1% | $2,381-86.5% |
| Participant deferral / active EE | $992 | $2,545-61.0% | $4,080-75.7% | $3,470-71.4% |
| Admin fee / account holder | $6,730 | $3,959+70.0% | $6,913-2.6% | $4,887+37.7% |