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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 | $82,141 | $82,674-0.6% | $125,363-34.5% | $68,495+19.9% |
| Participation rate | 36.7% | 75.0%-38.3pp | 82.4%-45.7pp | 67.9%-31.2pp |
| Annual return | -11.22% | -5.97%-5.3pp | 572.15%-583.4pp | -7.84%-3.4pp |
| Employer contribution / active EE | $668 | $3,382-80.2% | $4,815-86.1% | $2,596-74.3% |
| Participant deferral / active EE | $2,820 | $6,111-53.9% | $7,447-62.1% | $4,028-30.0% |
| Admin fee / account holder | $13,691 | $6,276+118.1% | $10,005+36.8% | $5,403+153.4% |