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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 | $72,427 | $63,346+14.3% | $92,240-21.5% | $70,126+3.3% |
| Participation rate | 46.9% | 68.7%-21.7pp | 76.5%-29.5pp | 69.5%-22.6pp |
| Annual return | 16.88% | 530.19%-513.3pp | 176.29%-159.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $399 | $2,471-83.9% | $3,680-89.2% | $2,343-83.0% |
| Participant deferral / active EE | $3,501 | $2,854+22.7% | $3,897-10.2% | $3,332+5.1% |
| Admin fee / account holder | $1,305 | $3,841-66.0% | $5,194-74.9% | $4,645-71.9% |