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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 | $110,167 | $54,355+102.7% | $82,744+33.1% | $68,486+60.9% |
| Participation rate | 63.0% | 63.9%-1.0pp | 72.6%-9.6pp | 67.9%-4.9pp |
| Annual return | -15.62% | -13.67%-2.0pp | 702.22%-717.8pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,446 | $3,246+67.8% | $4,395+23.9% | $4,028+35.2% |
| Admin fee / account holder | $1,560 | $4,397-64.5% | $5,325-70.7% | $5,404-71.1% |