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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 | $74,655 | $57,352+30.2% | $83,830-10.9% | $64,173+16.3% |
| Participation rate | 35.5% | 68.6%-33.1pp | 76.1%-40.7pp | 69.6%-34.1pp |
| Annual return | -7.12% | 11.38%-18.5pp | 850.97%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $138 | $2,546-94.6% | $3,631-96.2% | $2,381-94.2% |
| Participant deferral / active EE | $1,405 | $2,993-53.1% | $4,082-65.6% | $3,470-59.5% |
| Admin fee / account holder | $2,101 | $4,046-48.1% | $5,479-61.7% | $4,887-57.0% |