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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 | $128,347 | $57,352+123.8% | $83,831+53.1% | $64,173+100.0% |
| Participation rate | 26.2% | 68.6%-42.4pp | 76.1%-50.0pp | 69.6%-43.4pp |
| Annual return | -3.86% | 11.38%-15.2pp | 850.99%-854.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $423 | $2,546-83.4% | $3,631-88.4% | $2,381-82.2% |
| Participant deferral / active EE | $1,603 | $2,993-46.4% | $4,082-60.7% | $3,470-53.8% |
| Admin fee / account holder | $28,350 | $4,046+600.7% | $5,479+417.5% | $4,887+480.1% |