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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 | $94,176 | $82,674+13.9% | $125,381-24.9% | $68,486+37.5% |
| Participation rate | 58.9% | 75.1%-16.1pp | 82.4%-23.5pp | 67.9%-9.0pp |
| Annual return | -12.71% | -5.97%-6.7pp | 572.31%-585.0pp | -7.85%-4.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,692 | $6,111+25.9% | $7,448+3.3% | $4,028+91.0% |
| Admin fee / account holder | $3,541 | $6,277-43.6% | $10,007-64.6% | $5,404-34.5% |