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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 | $104,683 | $69,012+51.7% | $160,009-34.6% | $68,486+52.9% |
| Participation rate | 26.9% | 65.4%-38.5pp | 78.0%-51.1pp | 67.9%-41.0pp |
| Annual return | -15.10% | -9.65%-5.4pp | 408.85%-423.9pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,263 | $4,212-46.3% | $6,183-63.4% | $4,028-43.8% |
| Admin fee / account holder | $3,286 | $4,798-31.5% | $8,715-62.3% | $5,404-39.2% |