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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 | $70,751 | $57,352+23.4% | $83,830-15.6% | $64,173+10.3% |
| Participation rate | 23.1% | 68.6%-45.5pp | 76.1%-53.1pp | 69.6%-46.5pp |
| Annual return | -6.17% | 11.38%-17.6pp | 850.97%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $336 | $2,546-86.8% | $3,631-90.7% | $2,381-85.9% |
| Participant deferral / active EE | $1,346 | $2,993-55.0% | $4,082-67.0% | $3,470-61.2% |
| Admin fee / account holder | $12,154 | $4,046+200.4% | $5,479+121.8% | $4,887+148.7% |