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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 | $107,020 | $82,678+29.4% | $125,391-14.7% | $68,490+56.3% |
| Participation rate | 56.7% | 75.1%-18.4pp | 82.4%-25.7pp | 67.9%-11.2pp |
| Annual return | -16.44% | -5.97%-10.5pp | 572.41%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,010 | $6,111-50.8% | $7,448-59.6% | $4,028-25.3% |
| Admin fee / account holder | $17,197 | $6,277+173.9% | $10,009+71.8% | $5,403+218.3% |