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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 | $137,411 | $81,870+67.8% | $119,608+14.9% | $68,495+100.6% |
| Participation rate | 55.2% | 71.9%-16.7pp | 79.3%-24.1pp | 67.9%-12.7pp |
| Annual return | -17.92% | -23.82%+5.9pp | -14.98%-2.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $499 | $2,692-81.5% | $4,232-88.2% | $2,596-80.8% |
| Participant deferral / active EE | $1,920 | $4,148-53.7% | $5,601-65.7% | $4,028-52.3% |
| Admin fee / account holder | $3,574 | $6,583-45.7% | $10,326-65.4% | $5,403-33.9% |