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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 | $145,985 | $54,370+168.5% | $82,763+76.4% | $68,490+113.1% |
| Participation rate | 32.9% | 63.9%-31.0pp | 72.6%-39.6pp | 67.9%-35.0pp |
| Annual return | -16.61% | -13.67%-2.9pp | 702.45%-719.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,223 | $3,247-0.8% | $4,395-26.7% | $4,028-20.0% |
| Admin fee / account holder | $25,000 | $4,398+468.4% | $5,325+369.5% | $5,403+362.7% |