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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 | $214,053 | $95,917+123.2% | $79,583+169.0% | $134,545+59.1% |
| Participation rate | 43.5% | 75.0%-31.6pp | 69.5%-26.0pp | 81.2%-37.8pp |
| Annual return | -15.87% | -2.70%-13.2pp | 0.16%-16.0pp | 418.37%-434.2pp |
| Employer contribution / active EE | $301 | $3,129-90.4% | $2,414-87.5% | $4,742-93.7% |
| Participant deferral / active EE | $2,777 | $4,694-40.8% | $3,986-30.3% | $6,401-56.6% |
| Admin fee / account holder | $35,326 | $9,132+286.8% | $6,835+416.8% | $11,431+209.0% |