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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 | $78,255 | $91,536-14.5% | $130,062-39.8% | $75,177+4.1% |
| Participation rate | 67.0% | 71.5%-4.4pp | 78.5%-11.5pp | 67.2%-0.2pp |
| Annual return | 13.85% | -631.62%+645.5pp | -137.37%+151.2pp | 160.75%-146.9pp |
| Employer contribution / active EE | $597 | $2,845-79.0% | $4,322-86.2% | $2,671-77.6% |
| Participant deferral / active EE | $2,999 | $4,343-30.9% | $5,821-48.5% | $4,126-27.3% |
| Admin fee / account holder | $2,418 | $6,780-64.3% | $10,601-77.2% | $5,651-57.2% |