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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 | $96,666 | $82,678+16.9% | $125,391-22.9% | $68,490+41.1% |
| Participation rate | 69.0% | 75.1%-6.0pp | 82.4%-13.3pp | 67.9%+1.2pp |
| Annual return | -18.69% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $430 | $3,382-87.3% | $4,816-91.1% | $2,597-83.4% |
| Participant deferral / active EE | $4,983 | $6,111-18.5% | $7,448-33.1% | $4,028+23.7% |
| Admin fee / account holder | $6,225 | $6,277-0.8% | $10,009-37.8% | $5,403+15.2% |