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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 | $97,342 | $167,522-41.9% | $151,639-35.8% | $134,532-27.6% |
| Participation rate | 41.2% | 88.4%-47.2pp | 87.5%-46.3pp | 81.2%-40.1pp |
| Annual return | -8.43% | 7.81%-16.2pp | 3.34%-11.8pp | 418.27%-426.7pp |
| Employer contribution / active EE | $1,061 | $6,828-84.5% | $6,165-82.8% | $4,741-77.6% |
| Participant deferral / active EE | $5,649 | $8,986-37.1% | $8,363-32.5% | $6,401-11.7% |
| Admin fee / account holder | $24,022 | $13,780+74.3% | $11,613+106.9% | $11,429+110.2% |