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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 | $80,190 | $69,012+16.2% | $160,009-49.9% | $68,486+17.1% |
| Participation rate | 41.7% | 65.4%-23.8pp | 78.0%-36.3pp | 67.9%-26.2pp |
| Annual return | -16.82% | -9.65%-7.2pp | 408.85%-425.7pp | -7.85%-9.0pp |
| Employer contribution / active EE | $314 | $2,212-85.8% | $4,225-92.6% | $2,597-87.9% |
| Participant deferral / active EE | $1,649 | $4,212-60.9% | $6,183-73.3% | $4,028-59.1% |
| Admin fee / account holder | $9,850 | $4,798+105.3% | $8,715+13.0% | $5,404+82.3% |