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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 | $55,047 | $82,674-33.4% | $125,381-56.1% | $68,486-19.6% |
| Participation rate | 60.7% | 75.1%-14.3pp | 82.4%-21.7pp | 67.9%-7.2pp |
| Annual return | -15.36% | -5.97%-9.4pp | 572.31%-587.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,739 | $6,111+59.4% | $7,448+30.8% | $4,028+141.8% |
| Admin fee / account holder | $13,336 | $6,277+112.5% | $10,007+33.3% | $5,404+146.8% |