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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 | $216,636 | $142,361+52.2% | $119,608+81.1% | $134,509+61.1% |
| Participation rate | 30.0% | 82.8%-52.8pp | 79.3%-49.3pp | 81.2%-51.2pp |
| Annual return | -16.97% | -12.46%-4.5pp | -14.98%-2.0pp | 418.13%-435.1pp |
| Employer contribution / active EE | $1,038 | $5,224-80.1% | $4,232-75.5% | $4,741-78.1% |
| Participant deferral / active EE | $1,994 | $6,468-69.2% | $5,601-64.4% | $6,400-68.9% |
| Admin fee / account holder | $615 | $13,588-95.5% | $10,326-94.0% | $11,427-94.6% |