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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 | $78,811 | $53,162+48.2% | $91,227-13.6% | $68,490+15.1% |
| Participation rate | 31.9% | 63.2%-31.3pp | 73.2%-41.3pp | 67.9%-36.0pp |
| Annual return | -12.14% | -3.14%-9.0pp | 114.14%-126.3pp | -7.85%-4.3pp |
| Employer contribution / active EE | $245 | $1,709-85.7% | $2,851-91.4% | $2,597-90.6% |
| Participant deferral / active EE | $2,825 | $2,974-5.0% | $4,234-33.3% | $4,028-29.9% |
| Admin fee / account holder | $7,902 | $4,493+75.9% | $5,423+45.7% | $5,403+46.3% |