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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 | $137,498 | $81,870+67.9% | $119,622+14.9% | $68,486+100.8% |
| Participation rate | 52.5% | 71.9%-19.4pp | 79.3%-26.8pp | 67.9%-15.4pp |
| Annual return | -15.88% | -23.82%+7.9pp | -14.98%-0.9pp | -7.85%-8.0pp |
| Employer contribution / active EE | $295 | $2,692-89.0% | $4,232-93.0% | $2,597-88.6% |
| Participant deferral / active EE | $3,909 | $4,148-5.8% | $5,601-30.2% | $4,028-3.0% |
| Admin fee / account holder | $12,252 | $6,583+86.1% | $10,328+18.6% | $5,404+126.7% |