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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 | $58,482 | $79,209-26.2% | $102,434-42.9% | $74,459-21.5% |
| Participation rate | 58.9% | 74.8%-15.9pp | 76.5%-17.6pp | 67.2%-8.4pp |
| Annual return | 21.68% | 54.98%-33.3pp | 29.46%-7.8pp | 1369.70%-1348.0pp |
| Employer contribution / active EE | $529 | $2,362-77.6% | $3,023-82.5% | $2,626-79.8% |
| Participant deferral / active EE | $6,015 | $4,417+36.2% | $5,055+19.0% | $4,350+38.3% |
| Admin fee / account holder | $2,669 | $2,002+33.3% | $9,462-71.8% | $1,945+37.2% |