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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 | $32,683 | $84,236-61.2% | $170,435-80.8% | $70,126-53.4% |
| Participation rate | 52.0% | 70.8%-18.8pp | 83.6%-31.6pp | 69.5%-17.5pp |
| Annual return | 68.47% | 23.06%+45.4pp | 205.94%-137.5pp | 73.15%-4.7pp |
| Employer contribution / active EE | $191 | $3,387-94.4% | $5,432-96.5% | $2,343-91.8% |
| Participant deferral / active EE | $2,199 | $3,086-28.7% | $4,939-55.5% | $3,332-34.0% |
| Admin fee / account holder | $10,566 | $5,698+85.4% | $13,881-23.9% | $4,645+127.5% |