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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 | $74,154 | $91,537-19.0% | $130,045-43.0% | $75,173-1.4% |
| Participation rate | 59.2% | 71.5%-12.3pp | 78.5%-19.3pp | 67.2%-8.0pp |
| Annual return | 15.50% | -631.55%+647.0pp | -137.30%+152.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $317 | $2,845-88.9% | $4,321-92.7% | $2,671-88.1% |
| Participant deferral / active EE | $2,675 | $4,343-38.4% | $5,820-54.0% | $4,126-35.2% |
| Admin fee / account holder | $1,416 | $6,780-79.1% | $10,600-86.6% | $5,651-74.9% |