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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 | $80,994 | $168,635-52.0% | $147,617-45.1% | $125,389-35.4% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | -3.43% | 77.65%-81.1pp | 61.98%-65.4pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,185 | $6,252-81.0% | $5,564-78.7% | $4,866-75.6% |
| Participant deferral / active EE | $2,331 | $5,507-57.7% | $4,895-52.4% | $5,352-56.4% |
| Admin fee / account holder | $3,877 | $13,580-71.5% | $11,612-66.6% | $9,541-59.4% |