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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 | $115,543 | $77,817+48.5% | $123,553-6.5% | $64,173+80.1% |
| Participation rate | 33.3% | 74.7%-41.4pp | 82.3%-49.0pp | 69.6%-36.2pp |
| Annual return | -1.86% | 12.49%-14.3pp | 119.21%-121.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,161 | $5,240-39.7% | $6,426-50.8% | $3,470-8.9% |
| Admin fee / account holder | $1,184 | $5,519-78.5% | $9,284-87.2% | $4,887-75.8% |