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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 | $66,499 | $62,672+6.1% | $185,117-64.1% | $70,124-5.2% |
| Participation rate | 43.8% | 63.8%-20.0pp | 77.3%-33.5pp | 69.5%-25.8pp |
| Annual return | 16.47% | 40.79%-24.3pp | 40.50%-24.0pp | 73.14%-56.7pp |
| Employer contribution / active EE | $22 | $1,753-98.8% | $4,182-99.5% | $2,342-99.1% |
| Participant deferral / active EE | $1,342 | $3,272-59.0% | $5,045-73.4% | $3,332-59.7% |
| Admin fee / account holder | $2,649 | $3,932-32.6% | $8,159-67.5% | $4,645-43.0% |