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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 | $67,501 | $106,267-36.5% | $96,520-30.1% | $139,456-51.6% |
| Participation rate | 35.3% | 77.8%-42.5pp | 74.3%-39.0pp | 80.3%-45.0pp |
| Annual return | 14.55% | 38.45%-23.9pp | 35.72%-21.2pp | 373.45%-358.9pp |
| Employer contribution / active EE | $553 | $4,105-86.5% | $3,739-85.2% | $4,753-88.4% |
| Participant deferral / active EE | $2,947 | $5,454-46.0% | $4,879-39.6% | $6,711-56.1% |
| Admin fee / account holder | $37,688 | $7,882+378.1% | $6,733+459.7% | $11,407+230.4% |