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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 | $86,372 | $102,422-15.7% | $147,117-41.3% | $80,959+6.7% |
| Participation rate | 32.1% | 75.9%-43.7pp | 82.2%-50.0pp | 67.7%-35.5pp |
| Annual return | 12.90% | 135.16%-122.3pp | 420.54%-407.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $759 | $3,717-79.6% | $4,932-84.6% | $2,757-72.5% |
| Participant deferral / active EE | $2,792 | $6,652-58.0% | $8,065-65.4% | $4,300-35.1% |
| Admin fee / account holder | $31,930 | $7,953+301.5% | $12,993+145.8% | $6,925+361.1% |