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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 | $80,504 | $82,674-2.6% | $125,363-35.8% | $68,495+17.5% |
| Participation rate | 35.5% | 75.0%-39.6pp | 82.4%-46.9pp | 67.9%-32.4pp |
| Annual return | -16.84% | -5.97%-10.9pp | 572.15%-589.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $49 | $3,382-98.6% | $4,815-99.0% | $2,596-98.1% |
| Participant deferral / active EE | $4,867 | $6,111-20.4% | $7,447-34.6% | $4,028+20.8% |
| Admin fee / account holder | $7,953 | $6,276+26.7% | $10,005-20.5% | $5,403+47.2% |