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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 | $152,316 | $133,981+13.7% | $112,249+35.7% | $134,532+13.2% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -16.27% | 47.16%-63.4pp | 27.48%-43.8pp | 418.27%-434.5pp |
| Employer contribution / active EE | -$1 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,642 | $5,292+63.3% | $4,729+82.7% | $6,401+35.0% |
| Admin fee / account holder | $1,517 | $7,492-79.8% | $6,412-76.3% | $11,429-86.7% |