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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 | $102,630 | $100,792+1.8% | $86,691+18.4% | $134,509-23.7% |
| Participation rate | 61.9% | 78.9%-17.0pp | 76.6%-14.7pp | 81.2%-19.3pp |
| Annual return | -15.01% | 29.08%-44.1pp | 35.94%-51.0pp | 418.13%-433.1pp |
| Employer contribution / active EE | $507 | $3,491-85.5% | $2,837-82.1% | $4,741-89.3% |
| Participant deferral / active EE | $2,639 | $5,339-50.6% | $4,656-43.3% | $6,400-58.8% |
| Admin fee / account holder | $33,774 | $10,924+209.2% | $7,492+350.8% | $11,427+195.6% |