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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 | $157,911 | $46,697+238.2% | $117,529+34.4% | $68,490+130.6% |
| Participation rate | 17.2% | 56.8%-39.6pp | 70.6%-53.4pp | 67.9%-50.7pp |
| Annual return | -13.76% | -14.52%+0.8pp | 29.77%-43.5pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,166 | $2,637-55.8% | $4,072-71.4% | $4,028-71.0% |
| Admin fee / account holder | $18,217 | $4,023+352.9% | $5,645+222.7% | $5,403+237.2% |