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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 | $177,793 | $100,792+76.4% | $86,691+105.1% | $134,509+32.2% |
| Participation rate | 13.3% | 78.9%-65.6pp | 76.6%-63.3pp | 81.2%-67.9pp |
| Annual return | -15.59% | 29.08%-44.7pp | 35.94%-51.5pp | 418.13%-433.7pp |
| Employer contribution / active EE | $497 | $3,491-85.7% | $2,837-82.5% | $4,741-89.5% |
| Participant deferral / active EE | $1,992 | $5,339-62.7% | $4,656-57.2% | $6,400-68.9% |
| Admin fee / account holder | $1,269 | $10,924-88.4% | $7,492-83.1% | $11,427-88.9% |