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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 | $115,298 | $138,075-16.5% | $123,552-6.7% | $135,379-14.8% |
| Participation rate | 16.7% | 84.7%-68.1pp | 82.3%-65.6pp | 82.6%-66.0pp |
| Annual return | -4.94% | 153.70%-158.6pp | 119.20%-124.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $378 | $5,152-92.7% | $4,628-91.8% | $4,779-92.1% |
| Participant deferral / active EE | $2,597 | $6,800-61.8% | $6,426-59.6% | $5,609-53.7% |
| Admin fee / account holder | $3,540 | $10,917-67.6% | $9,285-61.9% | $10,828-67.3% |