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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 | $103,125 | $91,525+12.7% | $130,026-20.7% | $75,181+37.2% |
| Participation rate | 57.5% | 71.4%-13.9pp | 78.5%-21.0pp | 67.2%-9.7pp |
| Annual return | 16.35% | -631.40%+647.7pp | -137.26%+153.6pp | 160.69%-144.3pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,076 | $4,342-52.2% | $5,821-64.3% | $4,126-49.7% |
| Admin fee / account holder | $4,303 | $6,778-36.5% | $10,608-59.4% | $5,650-23.8% |