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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 | $82,717 | $62,409+32.5% | $120,574-31.4% | $74,459+11.1% |
| Participation rate | 35.9% | 56.8%-20.8pp | 71.9%-36.0pp | 67.2%-31.3pp |
| Annual return | 12.73% | 18.62%-5.9pp | 107.42%-94.7pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $466 | $1,847-74.8% | $3,471-86.6% | $2,626-82.3% |
| Participant deferral / active EE | $1,924 | $2,888-33.4% | $4,996-61.5% | $4,350-55.8% |
| Admin fee / account holder | $2,488 | $2,394+4.0% | $9,445-73.7% | $1,945+27.9% |