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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 | $80,652 | $167,352-51.8% | $143,788-43.9% | $134,509-40.0% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -20.02% | 0.47%-20.5pp | -0.03%-20.0pp | 418.13%-438.2pp |
| Employer contribution / active EE | $1,130 | $5,620-79.9% | $4,952-77.2% | $4,741-76.2% |
| Participant deferral / active EE | $6,792 | $6,447+5.4% | $5,638+20.5% | $6,400+6.1% |
| Admin fee / account holder | $625 | $18,091-96.5% | $14,675-95.7% | $11,427-94.5% |