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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 | $71,227 | $91,536-22.2% | $130,062-45.2% | $75,177-5.3% |
| Participation rate | 59.0% | 71.5%-12.5pp | 78.5%-19.5pp | 67.2%-8.2pp |
| Annual return | 12.96% | -631.62%+644.6pp | -137.37%+150.3pp | 160.75%-147.8pp |
| Employer contribution / active EE | $617 | $2,845-78.3% | $4,322-85.7% | $2,671-76.9% |
| Participant deferral / active EE | $6,170 | $4,343+42.1% | $5,821+6.0% | $4,126+49.5% |
| Admin fee / account holder | $2,214 | $6,780-67.3% | $10,601-79.1% | $5,651-60.8% |