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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 | $130,631 | $69,012+89.3% | $160,009-18.4% | $68,486+90.7% |
| Participation rate | 21.9% | 65.4%-43.5pp | 78.0%-56.1pp | 67.9%-46.0pp |
| Annual return | -17.13% | -9.65%-7.5pp | 408.85%-426.0pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,857 | $4,212-55.9% | $6,183-70.0% | $4,028-53.9% |
| Admin fee / account holder | $21,323 | $4,798+344.4% | $8,715+144.7% | $5,404+294.6% |