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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 | $178,652 | $100,811+77.2% | $86,698+106.1% | $134,545+32.8% |
| Participation rate | 63.6% | 79.0%-15.3pp | 76.6%-13.0pp | 81.2%-17.6pp |
| Annual return | -13.61% | 29.11%-42.7pp | 35.96%-49.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $405 | $3,490-88.4% | $2,837-85.7% | $4,742-91.5% |
| Participant deferral / active EE | $2,204 | $5,339-58.7% | $4,656-52.7% | $6,401-65.6% |
| Admin fee / account holder | $4,396 | $10,926-59.8% | $7,492-41.3% | $11,431-61.5% |