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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 | $82,145 | $92,219-10.9% | $76,768+7.0% | $135,379-39.3% |
| Participation rate | 69.6% | 79.8%-10.2pp | 77.0%-7.4pp | 82.6%-13.1pp |
| Annual return | -6.61% | 5.46%-12.1pp | 2.43%-9.0pp | 519.79%-526.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,170 | $4,508-51.9% | $3,852-43.7% | $5,609-61.3% |
| Admin fee / account holder | $3,237 | $10,749-69.9% | $6,675-51.5% | $10,828-70.1% |