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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 | $62,378 | $88,186-29.3% | $165,071-62.2% | $74,459-16.2% |
| Participation rate | 50.9% | 73.1%-22.2pp | 78.6%-27.7pp | 67.2%-16.3pp |
| Annual return | 15.08% | 17.13%-2.0pp | 70.17%-55.1pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $322 | $2,600-87.6% | $4,347-92.6% | $2,626-87.7% |
| Participant deferral / active EE | $2,324 | $4,505-48.4% | $6,035-61.5% | $4,350-46.6% |
| Admin fee / account holder | $2,902 | $2,234+29.9% | $12,695-77.1% | $1,945+49.2% |