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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 | $72,280 | $79,223-8.8% | $102,460-29.5% | $74,478-3.0% |
| Participation rate | 54.8% | 74.8%-19.9pp | 76.5%-21.7pp | 67.2%-12.4pp |
| Annual return | 12.01% | 54.98%-43.0pp | 29.47%-17.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $623 | $2,363-73.6% | $3,025-79.4% | $2,626-76.3% |
| Participant deferral / active EE | $2,474 | $4,417-44.0% | $5,056-51.1% | $4,350-43.1% |
| Admin fee / account holder | $3,315 | $2,003+65.5% | $9,460-65.0% | $1,946+70.3% |