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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 | $202,845 | $95,895+111.5% | $79,576+154.9% | $134,509+50.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -12.42% | -2.72%-9.7pp | 0.15%-12.6pp | 418.13%-430.6pp |
| Employer contribution / active EE | $167 | $3,128-94.7% | $2,413-93.1% | $4,741-96.5% |
| Participant deferral / active EE | $1,708 | $4,693-63.6% | $3,985-57.1% | $6,400-73.3% |
| Admin fee / account holder | $2,660 | $9,129-70.9% | $6,834-61.1% | $11,427-76.7% |