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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 | $139,066 | $131,835+5.5% | $108,582+28.1% | $273,972-49.2% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.6%-25.0pp | 83.0%-28.5pp |
| Annual return | 8.25% | -91.57%+99.8pp | -51.70%+59.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $341 | $4,913-93.1% | $3,758-90.9% | $4,869-93.0% |
| Participant deferral / active EE | $1,594 | $5,127-68.9% | $4,311-63.0% | $5,287-69.9% |
| Admin fee / account holder | $1,902 | $10,253-81.4% | $7,645-75.1% | $10,133-81.2% |