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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 | $76,873 | $56,431+36.2% | $130,788-41.2% | $87,485-12.1% |
| Participation rate | 56.8% | 58.9%-2.2pp | 70.1%-13.3pp | 68.9%-12.2pp |
| Annual return | 12.67% | 91.27%-78.6pp | 386.44%-373.8pp | 26.06%-13.4pp |
| Employer contribution / active EE | $229 | $1,549-85.2% | $3,558-93.6% | $2,596-91.2% |
| Participant deferral / active EE | $2,661 | $2,749-3.2% | $4,137-35.7% | $4,274-37.7% |
| Admin fee / account holder | $3,277 | $4,433-26.1% | $6,673-50.9% | $7,775-57.9% |