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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 | $155,590 | $97,729+59.2% | $83,830+85.6% | $135,379+14.9% |
| Participation rate | 30.0% | 80.0%-50.0pp | 76.1%-46.1pp | 82.6%-52.6pp |
| Annual return | -5.26% | 1287.52%-1292.8pp | 850.97%-856.2pp | 519.79%-525.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,052 | $4,683-56.2% | $4,082-49.7% | $5,609-63.4% |
| Admin fee / account holder | $12,156 | $6,674+82.1% | $5,479+121.9% | $10,828+12.3% |