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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 | $78,282 | $81,870-4.4% | $119,634-34.6% | $68,490+14.3% |
| Participation rate | 60.0% | 71.9%-11.9pp | 79.3%-19.3pp | 67.9%-7.9pp |
| Annual return | -15.02% | -23.82%+8.8pp | -14.98%0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,630 | $4,148+59.8% | $5,601+18.4% | $4,028+64.6% |
| Admin fee / account holder | $30,952 | $6,583+370.2% | $10,329+199.7% | $5,403+472.9% |