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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 | $50,310 | $102,429-50.9% | $147,096-65.8% | $80,925-37.8% |
| Participation rate | 67.7% | 75.9%-8.1pp | 82.2%-14.4pp | 67.7%+0.1pp |
| Annual return | 15.53% | 135.02%-119.5pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $506 | $3,716-86.4% | $4,936-89.7% | $2,756-81.6% |
| Participant deferral / active EE | $8,441 | $6,649+27.0% | $8,071+4.6% | $4,299+96.4% |
| Admin fee / account holder | $8,923 | $7,957+12.1% | $13,005-31.4% | $6,940+28.6% |