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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 | $110,494 | $82,674+33.7% | $125,381-11.9% | $68,486+61.3% |
| Participation rate | 30.3% | 75.1%-44.7pp | 82.4%-52.0pp | 67.9%-37.6pp |
| Annual return | -9.08% | -5.97%-3.1pp | 572.31%-581.4pp | -7.85%-1.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,077 | $6,111-33.3% | $7,448-45.3% | $4,028+1.2% |
| Admin fee / account holder | $4,488 | $6,277-28.5% | $10,007-55.1% | $5,404-16.9% |