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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 | $134,399 | $54,355+147.3% | $82,744+62.4% | $68,486+96.2% |
| Participation rate | 62.9% | 63.9%-1.1pp | 72.6%-9.7pp | 67.9%-5.0pp |
| Annual return | -18.57% | -13.67%-4.9pp | 702.22%-720.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,233 | $3,246+122.8% | $4,395+64.6% | $4,028+79.6% |
| Admin fee / account holder | $6,356 | $4,397+44.6% | $5,325+19.4% | $5,404+17.6% |