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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 | $114,936 | $131,835-12.8% | $108,582+5.9% | $273,972-58.0% |
| Participation rate | 47.4% | 83.5%-36.1pp | 79.6%-32.2pp | 83.0%-35.6pp |
| Annual return | 3.06% | -91.57%+94.6pp | -51.70%+54.8pp | 41.46%-38.4pp |
| Employer contribution / active EE | $211 | $4,913-95.7% | $3,758-94.4% | $4,869-95.7% |
| Participant deferral / active EE | $2,666 | $5,127-48.0% | $4,311-38.1% | $5,287-49.6% |
| Admin fee / account holder | $5,054 | $10,253-50.7% | $7,645-33.9% | $10,133-50.1% |