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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 | $142,262 | $68,996+106.2% | $159,991-11.1% | $68,495+107.7% |
| Participation rate | 24.5% | 65.4%-40.9pp | 78.0%-53.5pp | 67.9%-43.4pp |
| Annual return | -14.62% | -9.65%-5.0pp | 408.82%-423.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $253 | $2,212-88.5% | $4,225-94.0% | $2,596-90.2% |
| Participant deferral / active EE | $1,662 | $4,211-60.5% | $6,183-73.1% | $4,028-58.7% |
| Admin fee / account holder | $45,425 | $4,797+846.9% | $8,715+421.3% | $5,403+740.7% |