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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 | $90,936 | $160,059-43.2% | $140,019-35.1% | $135,379-32.8% |
| Participation rate | 47.1% | 88.5%-41.5pp | 87.5%-40.4pp | 82.6%-35.6pp |
| Annual return | -6.49% | 911.44%-917.9pp | 651.15%-657.6pp | 519.79%-526.3pp |
| Employer contribution / active EE | $768 | $6,420-88.0% | $5,605-86.3% | $4,779-83.9% |
| Participant deferral / active EE | $4,250 | $7,641-44.4% | $6,927-38.6% | $5,609-24.2% |
| Admin fee / account holder | $26,776 | $13,328+100.9% | $10,705+150.1% | $10,828+147.3% |