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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 | $68,620 | $138,075-50.3% | $123,552-44.5% | $135,379-49.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.89% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $293 | $5,152-94.3% | $4,628-93.7% | $4,779-93.9% |
| Participant deferral / active EE | $7,735 | $6,800+13.8% | $6,426+20.4% | $5,609+37.9% |
| Admin fee / account holder | $2,314 | $10,917-78.8% | $9,285-75.1% | $10,828-78.6% |