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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 | $139,723 | $82,678+69.0% | $125,391+11.4% | $68,490+104.0% |
| Participation rate | 55.3% | 75.1%-19.7pp | 82.4%-27.1pp | 67.9%-12.6pp |
| Annual return | -16.98% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $240 | $3,382-92.9% | $4,816-95.0% | $2,597-90.8% |
| Participant deferral / active EE | $5,808 | $6,111-5.0% | $7,448-22.0% | $4,028+44.2% |
| Admin fee / account holder | $7,189 | $6,277+14.5% | $10,009-28.2% | $5,403+33.1% |