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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 | $72,465 | $101,798-28.8% | $165,071-56.1% | $80,935-10.5% |
| Participation rate | 12.8% | 71.8%-59.0pp | 78.6%-65.8pp | 67.7%-54.8pp |
| Annual return | 10.86% | 16.73%-5.9pp | 70.17%-59.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $582 | $2,954-80.3% | $4,347-86.6% | $2,757-78.9% |
| Participant deferral / active EE | $4,427 | $4,476-1.1% | $6,035-26.6% | $4,299+3.0% |
| Admin fee / account holder | $117,138 | $8,221+1324.8% | $12,695+822.7% | $6,924+1591.7% |