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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 | $245,963 | $75,962+223.8% | $154,108+59.6% | $64,173+283.3% |
| Participation rate | 19.2% | 70.4%-51.2pp | 83.0%-63.8pp | 69.6%-50.3pp |
| Annual return | -2.54% | 30.32%-32.9pp | 735.21%-737.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $298 | $3,350-91.1% | $5,298-94.4% | $2,381-87.5% |
| Participant deferral / active EE | $1,990 | $3,175-37.3% | $5,081-60.8% | $3,470-42.6% |
| Admin fee / account holder | $363 | $5,589-93.5% | $13,411-97.3% | $4,887-92.6% |