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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 | $80,130 | $167,415-52.1% | $140,514-43.0% | $198,609-59.7% |
| Participation rate | 14.3% | 80.9%-66.6pp | 77.8%-63.5pp | 82.4%-68.1pp |
| Annual return | 2.87% | 13.85%-11.0pp | 14.36%-11.5pp | 202.70%-199.8pp |
| Employer contribution / active EE | $669 | $4,088-83.6% | $3,378-80.2% | $5,055-86.8% |
| Participant deferral / active EE | $2,507 | $5,579-55.1% | $4,919-49.0% | $6,977-64.1% |
| Admin fee / account holder | $324,192 | $16,730+1837.8% | $13,697+2266.8% | $19,030+1603.6% |