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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 | $70,451 | $133,998-47.4% | $112,263-37.2% | $134,545-47.6% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -13.01% | 47.17%-60.2pp | 27.49%-40.5pp | 418.37%-431.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,787 | $5,292-66.2% | $4,729-62.2% | $6,401-72.1% |
| Admin fee / account holder | $39,361 | $7,493+425.3% | $6,410+514.0% | $11,431+244.3% |