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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 | $56,917 | $93,345-39.0% | $119,126-52.2% | $87,485-34.9% |
| Participation rate | 7.7% | 68.7%-61.0pp | 75.8%-68.1pp | 68.9%-61.2pp |
| Annual return | 16.24% | 19.08%-2.8pp | 282.11%-265.9pp | 26.06%-9.8pp |
| Employer contribution / active EE | $481 | $3,172-84.8% | $4,034-88.1% | $2,596-81.5% |
| Participant deferral / active EE | $2,215 | $4,099-46.0% | $5,318-58.4% | $4,274-48.2% |
| Admin fee / account holder | $14,046 | $8,039+74.7% | $10,693+31.4% | $7,775+80.7% |