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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 | $124,652 | $82,674+50.8% | $125,363-0.6% | $68,495+82.0% |
| Participation rate | 57.7% | 75.0%-17.4pp | 82.4%-24.7pp | 67.9%-10.2pp |
| Annual return | -9.52% | -5.97%-3.6pp | 572.15%-581.7pp | -7.84%-1.7pp |
| Employer contribution / active EE | $606 | $3,382-82.1% | $4,815-87.4% | $2,596-76.6% |
| Participant deferral / active EE | $4,850 | $6,111-20.6% | $7,447-34.9% | $4,028+20.4% |
| Admin fee / account holder | $10,136 | $6,276+61.5% | $10,005+1.3% | $5,403+87.6% |