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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 | $131,806 | $57,350+129.8% | $83,850+57.2% | $64,181+105.4% |
| Participation rate | 35.9% | 68.6%-32.7pp | 76.1%-40.2pp | 69.6%-33.7pp |
| Annual return | -4.19% | 11.38%-15.6pp | 850.92%-855.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $264 | $2,545-89.6% | $3,631-92.7% | $2,381-88.9% |
| Participant deferral / active EE | $3,685 | $2,993+23.1% | $4,082-9.7% | $3,470+6.2% |
| Admin fee / account holder | $9,026 | $4,046+123.1% | $5,478+64.8% | $4,887+84.7% |