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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 | $75,640 | $50,554+49.6% | $67,681+11.8% | $87,485-13.5% |
| Participation rate | 45.2% | 67.7%-22.6pp | 73.7%-28.6pp | 68.9%-23.8pp |
| Annual return | 14.92% | 17.81%-2.9pp | 590.58%-575.7pp | 26.06%-11.1pp |
| Employer contribution / active EE | $161 | $1,988-91.9% | $2,678-94.0% | $2,596-93.8% |
| Participant deferral / active EE | $2,508 | $2,961-15.3% | $3,976-36.9% | $4,274-41.3% |
| Admin fee / account holder | $1,681 | $4,132-59.3% | $6,100-72.4% | $7,775-78.4% |