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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 | $201,751 | $53,162+279.5% | $91,227+121.2% | $68,490+194.6% |
| Participation rate | 42.4% | 63.2%-20.8pp | 73.2%-30.8pp | 67.9%-25.5pp |
| Annual return | -11.34% | -3.14%-8.2pp | 114.14%-125.5pp | -7.85%-3.5pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,223 | $2,974+42.0% | $4,234-0.3% | $4,028+4.8% |
| Admin fee / account holder | $30,810 | $4,493+585.7% | $5,423+468.2% | $5,403+470.3% |