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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 | $67,316 | $60,119+12.0% | $90,430-25.6% | $79,858-15.7% |
| Participation rate | 48.1% | 65.0%-16.8pp | 72.7%-24.5pp | 69.6%-21.5pp |
| Annual return | 12.50% | 71.94%-59.4pp | 1293.73%-1281.2pp | 31.72%-19.2pp |
| Employer contribution / active EE | $95 | $2,068-95.4% | $3,262-97.1% | $2,471-96.2% |
| Participant deferral / active EE | $1,817 | $2,938-38.2% | $3,963-54.2% | $3,740-51.4% |
| Admin fee / account holder | $5,709 | $3,976+43.6% | $5,613+1.7% | $5,306+7.6% |