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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 | $52,097 | $63,346-17.8% | $92,240-43.5% | $70,126-25.7% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 15.10% | 530.19%-515.1pp | 176.29%-161.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $385 | $2,471-84.4% | $3,680-89.5% | $2,343-83.5% |
| Participant deferral / active EE | $3,257 | $2,854+14.1% | $3,897-16.4% | $3,332-2.2% |
| Admin fee / account holder | $13,152 | $3,841+242.4% | $5,194+153.2% | $4,645+183.1% |