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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 | $64,005 | $129,959-50.7% | $104,301-38.6% | $134,509-52.4% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -4.86% | 42.04%-46.9pp | 24.61%-29.5pp | 418.13%-423.0pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,258 | $5,589-23.8% | $4,626-8.0% | $6,400-33.5% |
| Admin fee / account holder | $16,368 | $9,325+75.5% | $7,340+123.0% | $11,427+43.2% |