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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 | $64,258 | $91,537-29.8% | $130,045-50.6% | $75,173-14.5% |
| Participation rate | 51.6% | 71.5%-19.9pp | 78.5%-26.9pp | 67.2%-15.6pp |
| Annual return | 13.54% | -631.55%+645.1pp | -137.30%+150.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $664 | $2,845-76.7% | $4,321-84.6% | $2,671-75.1% |
| Participant deferral / active EE | $3,537 | $4,343-18.5% | $5,820-39.2% | $4,126-14.3% |
| Admin fee / account holder | $3,050 | $6,780-55.0% | $10,600-71.2% | $5,651-46.0% |