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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 | $59,124 | $80,781-26.8% | $102,437-42.3% | $74,478-20.6% |
| Participation rate | 35.5% | 65.7%-30.2pp | 74.5%-39.1pp | 67.2%-31.8pp |
| Annual return | 12.17% | 27.58%-15.4pp | 24.95%-12.8pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $253 | $3,160-92.0% | $3,871-93.5% | $2,626-90.4% |
| Participant deferral / active EE | $1,939 | $3,862-49.8% | $5,060-61.7% | $4,350-55.4% |
| Admin fee / account holder | $3,260 | $2,372+37.4% | $8,388-61.1% | $1,946+67.5% |