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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 | $91,818 | $43,344+111.8% | $59,899+53.3% | $64,173+43.1% |
| Participation rate | 24.7% | 69.2%-44.5pp | 74.7%-50.0pp | 69.6%-44.9pp |
| Annual return | -3.69% | -1.55%-2.1pp | 3.46%-7.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $955 | $2,547-62.5% | $3,402-71.9% | $3,470-72.5% |
| Admin fee / account holder | $2,183 | $3,008-27.4% | $3,592-39.2% | $4,887-55.3% |