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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 | $74,263 | $65,084+14.1% | $67,681+9.7% | $64,340+15.4% |
| Participation rate | 39.9% | 66.7%-26.9pp | 73.7%-33.9pp | 55.2%-15.4pp |
| Annual return | 16.12% | 20.50%-4.4pp | 590.58%-574.5pp | 24.14%-8.0pp |
| Employer contribution / active EE | $603 | $2,398-74.9% | $2,678-77.5% | $1,862-67.6% |
| Participant deferral / active EE | $1,407 | $3,210-56.2% | $3,976-64.6% | $2,980-52.8% |
| Admin fee / account holder | $20,911 | $1,415+1377.9% | $6,100+242.8% | $3,703+464.8% |