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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 | $102,210 | $82,674+23.6% | $125,381-18.5% | $68,486+49.2% |
| Participation rate | 66.3% | 75.1%-8.8pp | 82.4%-16.1pp | 67.9%-1.6pp |
| Annual return | -13.62% | -5.97%-7.6pp | 572.31%-585.9pp | -7.85%-5.8pp |
| Employer contribution / active EE | $409 | $3,382-87.9% | $4,815-91.5% | $2,597-84.3% |
| Participant deferral / active EE | $5,438 | $6,111-11.0% | $7,448-27.0% | $4,028+35.0% |
| Admin fee / account holder | $6,762 | $6,277+7.7% | $10,007-32.4% | $5,404+25.1% |