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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 | $58,204 | $88,186-34.0% | $165,071-64.7% | $74,459-21.8% |
| Participation rate | 54.7% | 73.1%-18.4pp | 78.6%-23.9pp | 67.2%-12.5pp |
| Annual return | 18.94% | 17.13%+1.8pp | 70.17%-51.2pp | 1369.70%-1350.8pp |
| Employer contribution / active EE | $610 | $2,600-76.5% | $4,347-86.0% | $2,626-76.8% |
| Participant deferral / active EE | $4,252 | $4,505-5.6% | $6,035-29.6% | $4,350-2.3% |
| Admin fee / account holder | $20,980 | $2,234+839.1% | $12,695+65.3% | $1,945+978.8% |