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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 | $120,382 | $54,357+121.5% | $82,706+45.6% | $68,495+75.8% |
| Participation rate | 29.6% | 63.9%-34.3pp | 72.6%-42.9pp | 67.9%-38.3pp |
| Annual return | -3.43% | -13.67%+10.2pp | 701.76%-705.2pp | -7.84%+4.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,167 | $3,246-64.1% | $4,394-73.4% | $4,028-71.0% |
| Admin fee / account holder | $1,917 | $4,396-56.4% | $5,329-64.0% | $5,403-64.5% |