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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 | $62,328 | $53,837+15.8% | $75,714-17.7% | $85,847-27.4% |
| Participation rate | 35.8% | 69.1%-33.2pp | 74.8%-39.0pp | 69.3%-33.5pp |
| Annual return | 16.46% | 24.54%-8.1pp | 104.62%-88.2pp | 318.61%-302.1pp |
| Employer contribution / active EE | $292 | $2,017-85.5% | $2,744-89.4% | $2,565-88.6% |
| Participant deferral / active EE | $957 | $2,895-66.9% | $3,820-74.9% | $3,952-75.8% |
| Admin fee / account holder | $22,033 | $3,339+559.8% | $3,619+508.8% | $6,261+251.9% |