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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 | $122,028 | $82,678+47.6% | $125,391-2.7% | $68,490+78.2% |
| Participation rate | 55.6% | 75.1%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -14.33% | -5.97%-8.4pp | 572.41%-586.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $272 | $3,382-92.0% | $4,816-94.4% | $2,597-89.5% |
| Participant deferral / active EE | $4,741 | $6,111-22.4% | $7,448-36.4% | $4,028+17.7% |
| Admin fee / account holder | $13,970 | $6,277+122.5% | $10,009+39.6% | $5,403+158.6% |