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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 | $139,259 | $133,981+3.9% | $112,249+24.1% | $134,532+3.5% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -19.64% | 47.16%-66.8pp | 27.48%-47.1pp | 418.27%-437.9pp |
| Employer contribution / active EE | $524 | $4,040-87.0% | $3,636-85.6% | $4,741-88.9% |
| Participant deferral / active EE | $4,373 | $5,292-17.4% | $4,729-7.5% | $6,401-31.7% |
| Admin fee / account holder | $1,713 | $7,492-77.1% | $6,412-73.3% | $11,429-85.0% |