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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 | $88,397 | $56,431+56.6% | $130,788-32.4% | $87,485+1.0% |
| Participation rate | 4.8% | 58.9%-54.2pp | 70.1%-65.3pp | 68.9%-64.2pp |
| Annual return | 18.72% | 91.27%-72.6pp | 386.44%-367.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $110 | $1,549-92.9% | $3,558-96.9% | $2,596-95.8% |
| Participant deferral / active EE | $1,072 | $2,749-61.0% | $4,137-74.1% | $4,274-74.9% |
| Admin fee / account holder | $2,056 | $4,433-53.6% | $6,673-69.2% | $7,775-73.6% |