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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 | $90,551 | $91,536-1.1% | $130,062-30.4% | $75,177+20.4% |
| Participation rate | 48.7% | 71.5%-22.7pp | 78.5%-29.8pp | 67.2%-18.5pp |
| Annual return | 16.86% | -631.62%+648.5pp | -137.37%+154.2pp | 160.75%-143.9pp |
| Employer contribution / active EE | $595 | $2,845-79.1% | $4,322-86.2% | $2,671-77.7% |
| Participant deferral / active EE | $4,077 | $4,343-6.1% | $5,821-30.0% | $4,126-1.2% |
| Admin fee / account holder | $15,159 | $6,780+123.6% | $10,601+43.0% | $5,651+168.2% |