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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 | $78,551 | $88,672-11.4% | $105,223-25.3% | $82,448-4.7% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 16.09% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $216 | $3,048-92.9% | $3,689-94.1% | $2,551-91.5% |
| Participant deferral / active EE | $2,895 | $4,036-28.3% | $5,072-42.9% | $4,139-30.1% |
| Admin fee / account holder | $15,434 | $7,146+116.0% | $8,859+74.2% | $7,234+113.3% |