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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 | $84,105 | $102,422-17.9% | $147,117-42.8% | $80,959+3.9% |
| Participation rate | 44.0% | 75.9%-31.9pp | 82.2%-38.2pp | 67.7%-23.7pp |
| Annual return | 32.33% | 135.16%-102.8pp | 420.54%-388.2pp | 35.67%-3.3pp |
| Employer contribution / active EE | $590 | $3,717-84.1% | $4,932-88.0% | $2,757-78.6% |
| Participant deferral / active EE | $3,531 | $6,652-46.9% | $8,065-56.2% | $4,300-17.9% |
| Admin fee / account holder | $2,538 | $7,953-68.1% | $12,993-80.5% | $6,925-63.4% |