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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 | $75,536 | $52,519+43.8% | $155,789-51.5% | $59,633+26.7% |
| Participation rate | 27.1% | 61.7%-34.6pp | 76.1%-49.0pp | 68.7%-41.6pp |
| Annual return | -0.42% | 53.51%-53.9pp | 71.54%-72.0pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $160 | $1,589-89.9% | $3,839-95.8% | $2,203-92.7% |
| Participant deferral / active EE | $1,243 | $3,084-59.7% | $4,798-74.1% | $3,192-61.1% |
| Admin fee / account holder | $2,268 | $3,540-35.9% | $7,477-69.7% | $4,297-47.2% |