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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 | $156,069 | $131,835+18.4% | $108,582+43.7% | $273,972-43.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 5.45% | -91.57%+97.0pp | -51.70%+57.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $835 | $4,913-83.0% | $3,758-77.8% | $4,869-82.8% |
| Participant deferral / active EE | $2,125 | $5,127-58.6% | $4,311-50.7% | $5,287-59.8% |
| Admin fee / account holder | $6,311 | $10,253-38.4% | $7,645-17.5% | $10,133-37.7% |