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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 | $90,826 | $79,181+14.7% | $102,423-11.3% | $74,429+22.0% |
| Participation rate | 50.0% | 74.8%-24.8pp | 76.5%-26.5pp | 67.2%-17.2pp |
| Annual return | 15.82% | 54.97%-39.2pp | 29.42%-13.6pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $590 | $2,362-75.0% | $3,023-80.5% | $2,625-77.5% |
| Participant deferral / active EE | $2,417 | $4,416-45.3% | $5,054-52.2% | $4,348-44.4% |
| Admin fee / account holder | $7,748 | $2,002+287.0% | $9,455-18.1% | $1,944+298.5% |