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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 | $77,442 | $57,352+35.0% | $83,830-7.6% | $64,173+20.7% |
| Participation rate | 34.4% | 68.6%-34.2pp | 76.1%-41.8pp | 69.6%-35.2pp |
| Annual return | -1.41% | 11.38%-12.8pp | 850.97%-852.4pp | 7.63%-9.0pp |
| Employer contribution / active EE | $275 | $2,546-89.2% | $3,631-92.4% | $2,381-88.5% |
| Participant deferral / active EE | $1,362 | $2,993-54.5% | $4,082-66.6% | $3,470-60.8% |
| Admin fee / account holder | $1,110 | $4,046-72.6% | $5,479-79.7% | $4,887-77.3% |