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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 | $72,606 | $63,346+14.6% | $92,239-21.3% | $70,124+3.5% |
| Participation rate | 25.8% | 68.7%-42.9pp | 76.5%-50.7pp | 69.5%-43.7pp |
| Annual return | 16.81% | 530.19%-513.4pp | 176.29%-159.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $183 | $2,471-92.6% | $3,680-95.0% | $2,342-92.2% |
| Participant deferral / active EE | $1,847 | $2,854-35.3% | $3,897-52.6% | $3,332-44.6% |
| Admin fee / account holder | $4,230 | $3,841+10.1% | $5,194-18.6% | $4,645-9.0% |