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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 | $73,406 | $82,678-11.2% | $125,391-41.5% | $68,490+7.2% |
| Participation rate | 27.7% | 75.1%-47.4pp | 82.4%-54.7pp | 67.9%-40.2pp |
| Annual return | -13.68% | -5.97%-7.7pp | 572.41%-586.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $178 | $3,382-94.7% | $4,816-96.3% | $2,597-93.1% |
| Participant deferral / active EE | $2,594 | $6,111-57.6% | $7,448-65.2% | $4,028-35.6% |
| Admin fee / account holder | $1,894 | $6,277-69.8% | $10,009-81.1% | $5,403-64.9% |