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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 | $71,330 | $82,674-13.7% | $125,381-43.1% | $68,486+4.2% |
| Participation rate | 60.6% | 75.1%-14.4pp | 82.4%-21.8pp | 67.9%-7.3pp |
| Annual return | -14.42% | -5.97%-8.5pp | 572.31%-586.7pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,343 | $6,111-12.6% | $7,448-28.3% | $4,028+32.7% |
| Admin fee / account holder | $9,987 | $6,277+59.1% | $10,007-0.2% | $5,404+84.8% |