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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 | $156,778 | $100,792+55.5% | $86,691+80.8% | $134,509+16.6% |
| Participation rate | 69.2% | 78.9%-9.7pp | 76.6%-7.4pp | 81.2%-12.0pp |
| Annual return | -13.29% | 29.08%-42.4pp | 35.94%-49.2pp | 418.13%-431.4pp |
| Employer contribution / active EE | $104 | $3,491-97.0% | $2,837-96.3% | $4,741-97.8% |
| Participant deferral / active EE | $2,079 | $5,339-61.1% | $4,656-55.4% | $6,400-67.5% |
| Admin fee / account holder | $1,051 | $10,924-90.4% | $7,492-86.0% | $11,427-90.8% |