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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 | $76,555 | $57,352+33.5% | $83,830-8.7% | $64,173+19.3% |
| Participation rate | 22.0% | 68.6%-46.7pp | 76.1%-54.2pp | 69.6%-47.6pp |
| Annual return | -4.65% | 11.38%-16.0pp | 850.97%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,494 | $2,993-50.1% | $4,082-63.4% | $3,470-56.9% |
| Admin fee / account holder | $313 | $4,046-92.3% | $5,479-94.3% | $4,887-93.6% |