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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 | $197,602 | $69,012+186.3% | $160,009+23.5% | $68,486+188.5% |
| Participation rate | 56.5% | 65.4%-8.9pp | 78.0%-21.5pp | 67.9%-11.4pp |
| Annual return | -15.69% | -9.65%-6.0pp | 408.85%-424.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,373 | $4,212+27.6% | $6,183-13.1% | $4,028+33.4% |
| Admin fee / account holder | $1,114 | $4,798-76.8% | $8,715-87.2% | $5,404-79.4% |