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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 | $91,746 | $72,404+26.7% | $110,243-16.8% | $64,173+43.0% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | -4.36% | -6.29%+1.9pp | 314.76%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $424 | $2,282-81.4% | $3,827-88.9% | $2,381-82.2% |
| Participant deferral / active EE | $2,564 | $3,469-26.1% | $4,672-45.1% | $3,470-26.1% |
| Admin fee / account holder | $495 | $5,664-91.3% | $8,548-94.2% | $4,887-89.9% |