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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 | $100,772+77.3% | $86,690+106.1% | $134,493+32.8% |
| Participation rate | 63.6% | 78.9%-15.3pp | 76.6%-12.9pp | 81.2%-17.6pp |
| Annual return | -13.61% | 29.06%-42.7pp | 35.93%-49.5pp | 418.01%-431.6pp |
| Employer contribution / active EE | $405 | $3,490-88.4% | $2,837-85.7% | $4,740-91.5% |
| Participant deferral / active EE | $2,204 | $5,338-58.7% | $4,656-52.7% | $6,400-65.6% |
| Admin fee / account holder | $4,396 | $10,920-59.7% | $7,490-41.3% | $11,425-61.5% |