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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 | $120,361 | $160,059-24.8% | $140,019-14.0% | $135,382-11.1% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.5%-33.0pp | 82.6%-28.1pp |
| Annual return | -5.11% | 911.44%-916.5pp | 651.15%-656.3pp | 519.77%-524.9pp |
| Employer contribution / active EE | $1,253 | $6,420-80.5% | $5,605-77.6% | $4,779-73.8% |
| Participant deferral / active EE | $3,714 | $7,641-51.4% | $6,927-46.4% | $5,609-33.8% |
| Admin fee / account holder | $1,604 | $13,328-88.0% | $10,705-85.0% | $10,829-85.2% |