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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 | $66,110 | $92,766-28.7% | $82,763-20.1% | $134,545-50.9% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -20.33% | 946.97%-967.3pp | 702.45%-722.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,294 | $4,802-73.1% | $4,395-70.6% | $6,401-79.8% |
| Admin fee / account holder | $2,703 | $5,978-54.8% | $5,325-49.2% | $11,431-76.4% |