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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 | $100,702 | $43,730+130.3% | $121,220-16.9% | $64,173+56.9% |
| Participation rate | 20.7% | 58.3%-37.6pp | 71.8%-51.0pp | 69.6%-48.8pp |
| Annual return | -3.37% | 68.94%-72.3pp | 16.94%-20.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,339 | $2,281-41.3% | $3,345-60.0% | $3,470-61.4% |
| Admin fee / account holder | $2,413 | $3,502-31.1% | $5,021-51.9% | $4,887-50.6% |