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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 | $68,325 | $54,355+25.7% | $82,744-17.4% | $68,486-0.2% |
| Participation rate | 58.2% | 63.9%-5.7pp | 72.6%-14.3pp | 67.9%-9.7pp |
| Annual return | -14.71% | -13.67%-1.0pp | 702.22%-716.9pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,435 | $3,246+36.6% | $4,395+0.9% | $4,028+10.1% |
| Admin fee / account holder | $1,185 | $4,397-73.1% | $5,325-77.8% | $5,404-78.1% |