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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 | $66,010 | $69,012-4.4% | $160,037-58.8% | $68,490-3.6% |
| Participation rate | 39.5% | 65.4%-25.9pp | 78.0%-38.5pp | 67.9%-28.4pp |
| Annual return | -11.52% | -9.65%-1.9pp | 408.95%-420.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,445 | $4,212-42.0% | $6,184-60.5% | $4,028-39.3% |
| Admin fee / account holder | $3,660 | $4,798-23.7% | $8,716-58.0% | $5,403-32.3% |