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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 | $81,442 | $50,554+61.1% | $67,681+20.3% | $87,485-6.9% |
| Participation rate | 31.7% | 67.7%-36.0pp | 73.7%-42.0pp | 68.9%-37.2pp |
| Annual return | 14.34% | 17.81%-3.5pp | 590.58%-576.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $297 | $1,988-85.1% | $2,678-88.9% | $2,596-88.6% |
| Participant deferral / active EE | $1,384 | $2,961-53.3% | $3,976-65.2% | $4,274-67.6% |
| Admin fee / account holder | $1,429 | $4,132-65.4% | $6,100-76.6% | $7,775-81.6% |