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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 | $124,003 | $82,288+50.7% | $68,794+80.3% | $134,509-7.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -18.45% | -2.19%-16.3pp | -6.37%-12.1pp | 418.13%-436.6pp |
| Employer contribution / active EE | $370 | $3,301-88.8% | $2,656-86.1% | $4,741-92.2% |
| Participant deferral / active EE | $2,518 | $4,738-46.9% | $3,941-36.1% | $6,400-60.7% |
| Admin fee / account holder | $1,554 | $6,482-76.0% | $4,934-68.5% | $11,427-86.4% |