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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 | $74,631 | $82,674-9.7% | $125,381-40.5% | $68,486+9.0% |
| Participation rate | 52.9% | 75.1%-22.1pp | 82.4%-29.4pp | 67.9%-15.0pp |
| Annual return | -18.93% | -5.97%-13.0pp | 572.31%-591.2pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,619 | $6,111+8.3% | $7,448-11.1% | $4,028+64.3% |
| Admin fee / account holder | $322 | $6,277-94.9% | $10,007-96.8% | $5,404-94.0% |