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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 | $166,630 | $45,872+263.2% | $77,100+116.1% | $68,490+143.3% |
| Participation rate | 37.5% | 55.9%-18.4pp | 67.9%-30.4pp | 67.9%-30.4pp |
| Annual return | -12.38% | 1.73%-14.1pp | 42.35%-54.7pp | -7.85%-4.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,452 | $2,963-17.2% | $4,430-44.6% | $4,028-39.1% |
| Admin fee / account holder | $2,398 | $3,041-21.1% | $5,443-55.9% | $5,403-55.6% |