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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 | $78,438 | $85,790-8.6% | $67,313+16.5% | $135,379-42.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -7.54% | -0.54%-7.0pp | -4.08%-3.5pp | 519.79%-527.3pp |
| Employer contribution / active EE | $320 | $3,487-90.8% | $2,566-87.5% | $4,779-93.3% |
| Participant deferral / active EE | $2,204 | $4,651-52.6% | $3,568-38.2% | $5,609-60.7% |
| Admin fee / account holder | $10,320 | $6,392+61.4% | $4,507+129.0% | $10,828-4.7% |