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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 | $109,258 | $129,960-15.9% | $104,299+4.8% | $134,545-18.8% |
| Participation rate | 40.9% | 79.5%-38.6pp | 73.3%-32.4pp | 81.2%-40.3pp |
| Annual return | -15.76% | 42.06%-57.8pp | 24.62%-40.4pp | 418.37%-434.1pp |
| Employer contribution / active EE | $627 | $4,186-85.0% | $3,373-81.4% | $4,742-86.8% |
| Participant deferral / active EE | $3,372 | $5,589-39.7% | $4,626-27.1% | $6,401-47.3% |
| Admin fee / account holder | $692 | $9,324-92.6% | $7,339-90.6% | $11,431-93.9% |