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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 | $75,327 | $54,717+37.7% | $86,209-12.6% | $71,495+5.4% |
| Participation rate | 47.7% | 60.1%-12.4pp | 69.0%-21.3pp | 67.9%-20.3pp |
| Annual return | 14.81% | 20.07%-5.3pp | 1169.05%-1154.2pp | 28.85%-14.0pp |
| Employer contribution / active EE | $187 | $1,267-85.2% | $2,381-92.2% | $2,589-92.8% |
| Participant deferral / active EE | $2,702 | $3,110-13.1% | $3,986-32.2% | $4,291-37.0% |
| Admin fee / account holder | $988 | $1,922-48.6% | $6,853-85.6% | $1,588-37.8% |