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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 | $60,720 | $92,224-34.2% | $105,223-42.3% | $79,634-23.8% |
| Participation rate | 12.6% | 69.2%-56.6pp | 75.0%-62.4pp | 62.5%-49.9pp |
| Annual return | 17.64% | 88.65%-71.0pp | 180.65%-163.0pp | 36.46%-18.8pp |
| Employer contribution / active EE | $694 | $3,965-82.5% | $3,689-81.2% | $2,529-72.6% |
| Participant deferral / active EE | $1,374 | $3,834-64.2% | $5,072-72.9% | $3,835-64.2% |
| Admin fee / account holder | $1,357 | $1,121+21.1% | $8,859-84.7% | $1,002+35.5% |