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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 | $121,455 | $82,674+46.9% | $125,381-3.1% | $68,486+77.3% |
| Participation rate | 68.1% | 75.1%-7.0pp | 82.4%-14.3pp | 67.9%+0.2pp |
| Annual return | -18.30% | -5.97%-12.3pp | 572.31%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $427 | $3,382-87.4% | $4,815-91.1% | $2,597-83.6% |
| Participant deferral / active EE | $9,395 | $6,111+53.7% | $7,448+26.1% | $4,028+133.3% |
| Admin fee / account holder | $1,794 | $6,277-71.4% | $10,007-82.1% | $5,404-66.8% |