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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 | $95,116 | $82,674+15.0% | $125,381-24.1% | $68,486+38.9% |
| Participation rate | 47.6% | 75.1%-27.4pp | 82.4%-34.8pp | 67.9%-20.3pp |
| Annual return | -18.68% | -5.97%-12.7pp | 572.31%-591.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,449 | $6,111-27.2% | $7,448-40.3% | $4,028+10.5% |
| Admin fee / account holder | $4,081 | $6,277-35.0% | $10,007-59.2% | $5,404-24.5% |