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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 | $98,027 | $45,872+113.7% | $77,096+27.1% | $68,486+43.1% |
| Participation rate | 20.6% | 55.9%-35.3pp | 67.9%-47.3pp | 67.9%-47.3pp |
| Annual return | -16.02% | 1.73%-17.7pp | 42.35%-58.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,161 | $2,963-60.8% | $4,429-73.8% | $4,028-71.2% |
| Admin fee / account holder | $1,506 | $3,041-50.5% | $5,428-72.3% | $5,404-72.1% |