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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 | $202,759 | $82,674+145.2% | $125,381+61.7% | $68,486+196.1% |
| Participation rate | 65.6% | 75.1%-9.4pp | 82.4%-16.8pp | 67.9%-2.3pp |
| Annual return | -12.32% | -5.97%-6.4pp | 572.31%-584.6pp | -7.85%-4.5pp |
| Employer contribution / active EE | $603 | $3,382-82.2% | $4,815-87.5% | $2,597-76.8% |
| Participant deferral / active EE | $6,630 | $6,111+8.5% | $7,448-11.0% | $4,028+64.6% |
| Admin fee / account holder | $3,899 | $6,277-37.9% | $10,007-61.0% | $5,404-27.8% |