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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 | $131,187 | $69,012+90.1% | $160,037-18.0% | $68,490+91.5% |
| Participation rate | 30.9% | 65.4%-34.6pp | 78.0%-47.1pp | 67.9%-37.0pp |
| Annual return | -17.65% | -9.65%-8.0pp | 408.95%-426.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,436 | $4,212-65.9% | $6,184-76.8% | $4,028-64.4% |
| Admin fee / account holder | $1,707 | $4,798-64.4% | $8,716-80.4% | $5,403-68.4% |