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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 | $200,584 | $94,529+112.2% | $140,019+43.3% | $64,173+212.6% |
| Participation rate | 67.4% | 84.1%-16.7pp | 87.5%-20.1pp | 69.6%-2.2pp |
| Annual return | -3.42% | 7.77%-11.2pp | 651.17%-654.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,210 | $5,250+56.4% | $6,927+18.5% | $3,470+136.6% |
| Admin fee / account holder | $15,281 | $6,741+126.7% | $10,705+42.7% | $4,887+212.7% |