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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 | $68,823 | $80,812-14.8% | $160,784-57.2% | $82,448-16.5% |
| Participation rate | 41.2% | 66.2%-25.1pp | 77.0%-35.8pp | 68.1%-26.9pp |
| Annual return | 13.51% | 100.59%-87.1pp | 1803.92%-1790.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $226 | $2,174-89.6% | $3,733-93.9% | $2,551-91.1% |
| Participant deferral / active EE | $2,157 | $4,335-50.2% | $6,293-65.7% | $4,139-47.9% |
| Admin fee / account holder | $10,525 | $7,695+36.8% | $9,717+8.3% | $7,234+45.5% |