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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 | $58,693 | $80,748-27.3% | $102,383-42.7% | $74,429-21.1% |
| Participation rate | 35.1% | 65.7%-30.6pp | 74.5%-39.4pp | 67.2%-32.1pp |
| Annual return | 11.21% | 27.57%-16.4pp | 24.94%-13.7pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $636 | $3,159-79.9% | $3,870-83.6% | $2,625-75.8% |
| Participant deferral / active EE | $2,094 | $3,861-45.8% | $5,060-58.6% | $4,348-51.8% |
| Admin fee / account holder | $5,639 | $2,371+137.9% | $8,391-32.8% | $1,944+190.0% |