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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 | $78,949 | $101,798-22.4% | $165,071-52.2% | $80,935-2.5% |
| Participation rate | 64.4% | 71.8%-7.4pp | 78.6%-14.2pp | 67.7%-3.2pp |
| Annual return | 11.81% | 16.73%-4.9pp | 70.17%-58.4pp | 35.66%-23.8pp |
| Employer contribution / active EE | $386 | $2,954-86.9% | $4,347-91.1% | $2,757-86.0% |
| Participant deferral / active EE | $4,289 | $4,476-4.2% | $6,035-28.9% | $4,299-0.3% |
| Admin fee / account holder | $35,297 | $8,221+329.3% | $12,695+178.0% | $6,924+409.7% |