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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 | $70,268 | $55,457+26.7% | $77,361-9.2% | $94,015-25.3% |
| Participation rate | 34.8% | 69.8%-35.0pp | 75.0%-40.2pp | 70.8%-36.0pp |
| Annual return | 10.79% | 15.57%-4.8pp | 1011.54%-1000.7pp | 17.84%-7.1pp |
| Employer contribution / active EE | $521 | $2,255-76.9% | $2,990-82.6% | $2,790-81.3% |
| Participant deferral / active EE | $1,870 | $3,069-39.1% | $3,911-52.2% | $4,249-56.0% |
| Admin fee / account holder | $1,399 | $4,334-67.7% | $5,894-76.3% | $8,951-84.4% |