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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 | $61,305 | $80,674-24.0% | $119,126-48.5% | $64,340-4.7% |
| Participation rate | 34.1% | 55.2%-21.1pp | 75.8%-41.6pp | 55.2%-21.1pp |
| Annual return | 15.74% | 26.86%-11.1pp | 282.11%-266.4pp | 24.14%-8.4pp |
| Employer contribution / active EE | $250 | $2,564-90.3% | $4,034-93.8% | $1,862-86.6% |
| Participant deferral / active EE | $1,877 | $3,053-38.5% | $5,318-64.7% | $2,980-37.0% |
| Admin fee / account holder | $7,847 | $4,559+72.1% | $10,693-26.6% | $3,703+111.9% |