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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 | $67,828 | $190,879-64.5% | $160,009-57.6% | $134,532-49.6% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.0%-40.5pp | 81.2%-43.7pp |
| Annual return | -17.29% | 552.63%-569.9pp | 408.85%-426.1pp | 418.27%-435.6pp |
| Employer contribution / active EE | $443 | $4,995-91.1% | $4,225-89.5% | $4,741-90.7% |
| Participant deferral / active EE | $1,567 | $6,924-77.4% | $6,183-74.7% | $6,401-75.5% |
| Admin fee / account holder | $6,382 | $10,495-39.2% | $8,715-26.8% | $11,429-44.2% |