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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 | $124,245 | $95,975+29.5% | $74,552+66.7% | $135,382-8.2% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -7.58% | 56.96%-64.5pp | 32.53%-40.1pp | 519.77%-527.4pp |
| Employer contribution / active EE | $270 | $2,716-90.1% | $1,961-86.2% | $4,779-94.4% |
| Participant deferral / active EE | $5,625 | $3,844+46.4% | $3,108+81.0% | $5,609+0.3% |
| Admin fee / account holder | $1,122 | $6,522-82.8% | $5,060-77.8% | $10,829-89.6% |