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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 | $90,065 | $102,385-12.0% | $147,080-38.8% | $80,935+11.3% |
| Participation rate | 59.1% | 75.9%-16.8pp | 82.2%-23.1pp | 67.7%-8.6pp |
| Annual return | 15.49% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $778 | $3,717-79.1% | $4,933-84.2% | $2,757-71.8% |
| Participant deferral / active EE | $5,191 | $6,651-21.9% | $8,066-35.6% | $4,299+20.7% |
| Admin fee / account holder | $23,672 | $7,951+197.7% | $12,989+82.2% | $6,924+241.9% |