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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 | $60,351 | $59,111+2.1% | $86,451-30.2% | $68,490-11.9% |
| Participation rate | 62.0% | 75.2%-13.3pp | 80.3%-18.4pp | 67.9%-5.9pp |
| Annual return | -16.00% | -0.22%-15.8pp | 4398.51%-4414.5pp | -7.85%-8.1pp |
| Employer contribution / active EE | $75 | $2,519-97.0% | $3,770-98.0% | $2,597-97.1% |
| Participant deferral / active EE | $4,829 | $5,900-18.1% | $6,953-30.5% | $4,028+19.9% |
| Admin fee / account holder | $3,272 | $5,640-42.0% | $6,734-51.4% | $5,403-39.4% |