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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 | $89,142 | $75,962+17.4% | $154,111-42.2% | $64,173+38.9% |
| Participation rate | 23.8% | 70.4%-46.6pp | 83.0%-59.2pp | 69.6%-45.8pp |
| Annual return | -5.31% | 30.32%-35.6pp | 735.18%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,688 | $3,175-46.8% | $5,081-66.8% | $3,470-51.4% |
| Admin fee / account holder | $7,216 | $5,589+29.1% | $13,411-46.2% | $4,887+47.6% |