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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 | $106,494 | $82,678+28.8% | $125,391-15.1% | $68,490+55.5% |
| Participation rate | 59.5% | 75.1%-15.5pp | 82.4%-22.9pp | 67.9%-8.4pp |
| Annual return | -17.01% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $641 | $3,382-81.0% | $4,816-86.7% | $2,597-75.3% |
| Participant deferral / active EE | $4,190 | $6,111-31.4% | $7,448-43.7% | $4,028+4.0% |
| Admin fee / account holder | $5,443 | $6,277-13.3% | $10,009-45.6% | $5,403+0.7% |