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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 | $71,960 | $48,011+49.9% | $63,803+12.8% | $82,637-12.9% |
| Participation rate | 56.8% | 66.6%-9.8pp | 72.7%-15.9pp | 68.1%-11.3pp |
| Annual return | 17.28% | 19.84%-2.6pp | 543.72%-526.4pp | 53.51%-36.2pp |
| Employer contribution / active EE | $258 | $1,904-86.5% | $2,532-89.8% | $2,552-89.9% |
| Participant deferral / active EE | $3,030 | $2,846+6.4% | $3,843-21.2% | $4,126-26.6% |
| Admin fee / account holder | $10,050 | $3,873+159.5% | $5,196+93.4% | $7,339+36.9% |