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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 | $75,669 | $61,391+23.3% | $149,723-49.5% | $71,529+5.8% |
| Participation rate | 39.8% | 62.5%-22.7pp | 78.8%-39.0pp | 67.9%-28.1pp |
| Annual return | 16.14% | 35.88%-19.7pp | 134.50%-118.4pp | 28.97%-12.8pp |
| Employer contribution / active EE | $101 | $2,384-95.8% | $4,821-97.9% | $2,590-96.1% |
| Participant deferral / active EE | $942 | $2,921-67.8% | $5,682-83.4% | $4,291-78.1% |
| Admin fee / account holder | $23,258 | $1,264+1739.8% | $13,215+76.0% | $1,588+1364.2% |