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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 | $52,461 | $91,536-42.7% | $130,062-59.7% | $75,177-30.2% |
| Participation rate | 68.4% | 71.5%-3.0pp | 78.5%-10.1pp | 67.2%+1.2pp |
| Annual return | 19.22% | -631.62%+650.8pp | -137.37%+156.6pp | 160.75%-141.5pp |
| Employer contribution / active EE | $316 | $2,845-88.9% | $4,322-92.7% | $2,671-88.2% |
| Participant deferral / active EE | $1,983 | $4,343-54.3% | $5,821-65.9% | $4,126-51.9% |
| Admin fee / account holder | $2,442 | $6,780-64.0% | $10,601-77.0% | $5,651-56.8% |