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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 | $75,176 | $93,345-19.5% | $119,126-36.9% | $87,485-14.1% |
| Participation rate | 37.8% | 68.7%-30.9pp | 75.8%-38.0pp | 68.9%-31.1pp |
| Annual return | 13.97% | 19.08%-5.1pp | 282.11%-268.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $300 | $3,172-90.5% | $4,034-92.6% | $2,596-88.4% |
| Participant deferral / active EE | $3,654 | $4,099-10.9% | $5,318-31.3% | $4,274-14.5% |
| Admin fee / account holder | $55,805 | $8,039+594.2% | $10,693+421.9% | $7,775+617.8% |