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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 | $117,986 | $82,678+42.7% | $125,391-5.9% | $68,490+72.3% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -15.24% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $629 | $3,382-81.4% | $4,816-86.9% | $2,597-75.8% |
| Participant deferral / active EE | $3,966 | $6,111-35.1% | $7,448-46.8% | $4,028-1.5% |
| Admin fee / account holder | $5,138 | $6,277-18.2% | $10,009-48.7% | $5,403-4.9% |