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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 | $30,643 | $138,078-77.8% | $125,363-75.6% | $134,509-77.2% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -20.06% | 750.49%-770.6pp | 572.15%-592.2pp | 418.13%-438.2pp |
| Employer contribution / active EE | $746 | $5,245-85.8% | $4,815-84.5% | $4,741-84.3% |
| Participant deferral / active EE | $2,982 | $7,800-61.8% | $7,447-60.0% | $6,400-53.4% |
| Admin fee / account holder | $73,158 | $11,566+532.5% | $10,005+631.2% | $11,427+540.2% |