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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 | $44,052 | $42,546+3.5% | $71,796-38.6% | $55,167-20.1% |
| Participation rate | 30.8% | 59.1%-28.3pp | 69.1%-38.3pp | 69.0%-38.1pp |
| Annual return | 6.92% | 12.36%-5.4pp | 78.04%-71.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $184 | $803-77.1% | $1,924-90.5% | $1,963-90.6% |
| Participant deferral / active EE | $3,293 | $2,064+59.5% | $2,794+17.9% | $3,054+7.8% |
| Admin fee / account holder | $3,267 | $650+402.8% | $4,815-32.2% | $504+548.3% |