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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 | $80,433 | $78,607+2.3% | $105,624-23.8% | $74,478+8.0% |
| Participation rate | 52.2% | 72.8%-20.6pp | 75.3%-23.1pp | 67.2%-15.0pp |
| Annual return | 15.09% | 15.96%-0.9pp | 116.20%-101.1pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $609 | $2,523-75.9% | $3,168-80.8% | $2,626-76.8% |
| Participant deferral / active EE | $2,761 | $4,325-36.2% | $5,013-44.9% | $4,350-36.5% |
| Admin fee / account holder | $11,741 | $2,220+429.0% | $10,961+7.1% | $1,946+503.4% |