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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 | $135,568 | $82,678+64.0% | $125,391+8.1% | $68,490+97.9% |
| Participation rate | 61.4% | 75.1%-13.6pp | 82.4%-21.0pp | 67.9%-6.5pp |
| Annual return | -13.07% | -5.97%-7.1pp | 572.41%-585.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $321 | $3,382-90.5% | $4,816-93.3% | $2,597-87.6% |
| Participant deferral / active EE | $9,107 | $6,111+49.0% | $7,448+22.3% | $4,028+126.1% |
| Admin fee / account holder | $32,900 | $6,277+424.1% | $10,009+228.7% | $5,403+508.9% |