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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 | $84,987 | $43,730+94.3% | $121,208-29.9% | $64,181+32.4% |
| Participation rate | 33.3% | 58.3%-25.0pp | 71.8%-38.4pp | 69.6%-36.2pp |
| Annual return | -6.45% | 68.94%-75.4pp | 16.93%-23.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $216 | $1,297-83.3% | $4,023-94.6% | $2,381-90.9% |
| Participant deferral / active EE | $2,021 | $2,281-11.4% | $3,345-39.6% | $3,470-41.8% |
| Admin fee / account holder | $1,192 | $3,502-66.0% | $5,020-76.3% | $4,887-75.6% |