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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 | $65,720 | $91,536-28.2% | $130,062-49.5% | $75,177-12.6% |
| Participation rate | 68.6% | 71.5%-2.8pp | 78.5%-9.9pp | 67.2%+1.4pp |
| Annual return | 25.60% | -631.62%+657.2pp | -137.37%+163.0pp | 160.75%-135.2pp |
| Employer contribution / active EE | $600 | $2,845-78.9% | $4,322-86.1% | $2,671-77.5% |
| Participant deferral / active EE | $3,085 | $4,343-29.0% | $5,821-47.0% | $4,126-25.2% |
| Admin fee / account holder | $19,061 | $6,780+181.2% | $10,601+79.8% | $5,651+237.3% |