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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 | $105,445 | $131,835-20.0% | $108,582-2.9% | $273,972-61.5% |
| Participation rate | 37.5% | 83.5%-46.0pp | 79.6%-42.1pp | 83.0%-45.5pp |
| Annual return | 10.66% | -91.57%+102.2pp | -51.70%+62.4pp | 41.46%-30.8pp |
| Employer contribution / active EE | $796 | $4,913-83.8% | $3,758-78.8% | $4,869-83.7% |
| Participant deferral / active EE | $3,097 | $5,127-39.6% | $4,311-28.2% | $5,287-41.4% |
| Admin fee / account holder | $2,181 | $10,253-78.7% | $7,645-71.5% | $10,133-78.5% |