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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 | $150,026 | $81,870+83.2% | $119,622+25.4% | $68,486+119.1% |
| Participation rate | 56.3% | 71.9%-15.6pp | 79.3%-23.0pp | 67.9%-11.6pp |
| Annual return | -14.53% | -23.82%+9.3pp | -14.98%+0.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $380 | $2,692-85.9% | $4,232-91.0% | $2,597-85.3% |
| Participant deferral / active EE | $3,166 | $4,148-23.7% | $5,601-43.5% | $4,028-21.4% |
| Admin fee / account holder | $36,365 | $6,583+452.4% | $10,328+252.1% | $5,404+573.0% |