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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 | $75,540 | $91,537-17.5% | $130,045-41.9% | $75,173+0.5% |
| Participation rate | 67.2% | 71.5%-4.3pp | 78.5%-11.3pp | 67.2%0pp |
| Annual return | 19.01% | -631.55%+650.6pp | -137.30%+156.3pp | 160.72%-141.7pp |
| Employer contribution / active EE | $458 | $2,845-83.9% | $4,321-89.4% | $2,671-82.9% |
| Participant deferral / active EE | $3,667 | $4,343-15.6% | $5,820-37.0% | $4,126-11.1% |
| Admin fee / account holder | $1,408 | $6,780-79.2% | $10,600-86.7% | $5,651-75.1% |