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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 | $64,200 | $160,059-59.9% | $140,019-54.1% | $135,380-52.6% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -1.56% | 911.48%-913.0pp | 651.17%-652.7pp | 519.81%-521.4pp |
| Employer contribution / active EE | $1,283 | $6,420-80.0% | $5,605-77.1% | $4,779-73.2% |
| Participant deferral / active EE | $8,175 | $7,641+7.0% | $6,927+18.0% | $5,609+45.8% |
| Admin fee / account holder | $5,115 | $13,328-61.6% | $10,705-52.2% | $10,828-52.8% |