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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 | $137,105 | $100,811+36.0% | $86,698+58.1% | $134,545+1.9% |
| Participation rate | 52.6% | 79.0%-26.3pp | 76.6%-24.0pp | 81.2%-28.6pp |
| Annual return | -16.76% | 29.11%-45.9pp | 35.96%-52.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $667 | $3,490-80.9% | $2,837-76.5% | $4,742-85.9% |
| Participant deferral / active EE | $2,761 | $5,339-48.3% | $4,656-40.7% | $6,401-56.9% |
| Admin fee / account holder | $1,190 | $10,926-89.1% | $7,492-84.1% | $11,431-89.6% |