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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 | $117,771 | $105,861+11.3% | $90,756+29.8% | $134,509-12.4% |
| Participation rate | 25.0% | 78.2%-53.2pp | 75.7%-50.7pp | 81.2%-56.2pp |
| Annual return | -18.58% | -10.99%-7.6pp | -12.16%-6.4pp | 418.13%-436.7pp |
| Employer contribution / active EE | $420 | $3,463-87.9% | $2,922-85.6% | $4,741-91.1% |
| Participant deferral / active EE | $1,995 | $5,217-61.8% | $4,565-56.3% | $6,400-68.8% |
| Admin fee / account holder | $2,609 | $13,938-81.3% | $8,445-69.1% | $11,427-77.2% |