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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 | $115,344 | $91,536+26.0% | $130,062-11.3% | $75,177+53.4% |
| Participation rate | 66.7% | 71.5%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 18.32% | -631.62%+649.9pp | -137.37%+155.7pp | 160.75%-142.4pp |
| Employer contribution / active EE | $92 | $2,845-96.8% | $4,322-97.9% | $2,671-96.6% |
| Participant deferral / active EE | $2,300 | $4,343-47.1% | $5,821-60.5% | $4,126-44.3% |
| Admin fee / account holder | $7,830 | $6,780+15.5% | $10,601-26.1% | $5,651+38.6% |