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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 | $65,295 | $100,060-34.7% | $149,721-56.4% | $70,126-6.9% |
| Participation rate | 54.3% | 83.6%-29.3pp | 87.1%-32.8pp | 69.5%-15.3pp |
| Annual return | 16.77% | 27.46%-10.7pp | 1501.67%-1484.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $543 | $3,661-85.2% | $5,444-90.0% | $2,343-76.8% |
| Participant deferral / active EE | $3,352 | $4,982-32.7% | $6,568-49.0% | $3,332+0.6% |
| Admin fee / account holder | $7,436 | $8,285-10.2% | $11,282-34.1% | $4,645+60.1% |