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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 | $150,057 | $81,870+83.3% | $119,608+25.5% | $68,495+119.1% |
| Participation rate | 62.7% | 71.9%-9.2pp | 79.3%-16.6pp | 67.9%-5.2pp |
| Annual return | -13.65% | -23.82%+10.2pp | -14.98%+1.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $439 | $2,692-83.7% | $4,232-89.6% | $2,596-83.1% |
| Participant deferral / active EE | $3,652 | $4,148-12.0% | $5,601-34.8% | $4,028-9.3% |
| Admin fee / account holder | $18,716 | $6,583+184.3% | $10,326+81.3% | $5,403+246.4% |