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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 | $103,207 | $72,404+42.5% | $110,243-6.4% | $64,173+60.8% |
| Participation rate | 63.2% | 73.3%-10.1pp | 79.8%-16.6pp | 69.6%-6.3pp |
| Annual return | -5.60% | -6.29%+0.7pp | 314.76%-320.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,731 | $3,469+7.5% | $4,672-20.2% | $3,470+7.5% |
| Admin fee / account holder | $16,114 | $5,664+184.5% | $8,548+88.5% | $4,887+229.7% |