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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 | $40,050 | $46,689-14.2% | $117,498-65.9% | $68,495-41.5% |
| Participation rate | 25.4% | 56.8%-31.4pp | 70.6%-45.2pp | 67.9%-42.5pp |
| Annual return | -19.18% | -14.52%-4.7pp | 29.75%-48.9pp | -7.84%-11.3pp |
| Employer contribution / active EE | $100 | $1,505-93.4% | $4,178-97.6% | $2,596-96.2% |
| Participant deferral / active EE | $1,136 | $2,637-56.9% | $4,071-72.1% | $4,028-71.8% |
| Admin fee / account holder | $14,686 | $4,021+265.2% | $5,646+160.1% | $5,403+171.8% |