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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 | $113,458 | $64,706+75.3% | $112,244+1.1% | $68,498+65.6% |
| Participation rate | 41.2% | 67.1%-25.9pp | 75.1%-33.8pp | 67.9%-26.7pp |
| Annual return | -16.35% | -11.40%-4.9pp | 27.46%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $674 | $2,746-75.5% | $3,635-81.5% | $2,596-74.1% |
| Participant deferral / active EE | $2,695 | $3,565-24.4% | $4,728-43.0% | $4,027-33.1% |
| Admin fee / account holder | $1,013 | $5,231-80.6% | $6,411-84.2% | $5,403-81.3% |