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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 | $146,710 | $82,678+77.4% | $125,391+17.0% | $68,490+114.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -15.15% | -5.97%-9.2pp | 572.41%-587.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,415 | $6,111-44.1% | $7,448-54.1% | $4,028-15.2% |
| Admin fee / account holder | $1,032 | $6,277-83.6% | $10,009-89.7% | $5,403-80.9% |