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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 | $71,727 | $47,944+49.6% | $67,834+5.7% | $62,881+14.1% |
| Participation rate | 40.5% | 61.1%-20.6pp | 68.8%-28.3pp | 69.3%-28.8pp |
| Annual return | 5.87% | 11.77%-5.9pp | 138.47%-132.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $179 | $1,562-88.5% | $2,403-92.5% | $2,281-92.1% |
| Participant deferral / active EE | $2,174 | $2,247-3.2% | $3,160-31.2% | $3,203-32.1% |
| Admin fee / account holder | $20,064 | $3,712+440.5% | $4,622+334.1% | $4,296+367.1% |