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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 | $76,179 | $92,224-17.4% | $105,223-27.6% | $79,634-4.3% |
| Participation rate | 17.9% | 69.2%-51.3pp | 75.0%-57.2pp | 62.5%-44.6pp |
| Annual return | 17.79% | 88.65%-70.9pp | 180.65%-162.9pp | 36.46%-18.7pp |
| Employer contribution / active EE | $613 | $3,965-84.5% | $3,689-83.4% | $2,529-75.8% |
| Participant deferral / active EE | $1,258 | $3,834-67.2% | $5,072-75.2% | $3,835-67.2% |
| Admin fee / account holder | $2,439 | $1,121+117.6% | $8,859-72.5% | $1,002+143.4% |