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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 | $155,075 | $82,678+87.6% | $125,391+23.7% | $68,490+126.4% |
| Participation rate | 35.7% | 75.1%-39.3pp | 82.4%-46.7pp | 67.9%-32.2pp |
| Annual return | -11.36% | -5.97%-5.4pp | 572.41%-583.8pp | -7.85%-3.5pp |
| Employer contribution / active EE | $200 | $3,382-94.1% | $4,816-95.8% | $2,597-92.3% |
| Participant deferral / active EE | $5,606 | $6,111-8.3% | $7,448-24.7% | $4,028+39.2% |
| Admin fee / account holder | $3,737 | $6,277-40.5% | $10,009-62.7% | $5,403-30.8% |