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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 | $70,957 | $131,835-46.2% | $108,582-34.7% | $273,970-74.1% |
| Participation rate | 22.2% | 83.5%-61.2pp | 79.6%-57.3pp | 83.0%-60.8pp |
| Annual return | 8.58% | -91.57%+100.2pp | -51.70%+60.3pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,000 | $5,127-61.0% | $4,311-53.6% | $5,287-62.2% |
| Admin fee / account holder | $8,404 | $10,253-18.0% | $7,645+9.9% | $10,132-17.1% |