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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 | $70,486 | $51,642+36.5% | $129,384-45.5% | $80,935-12.9% |
| Participation rate | 14.0% | 56.9%-43.0pp | 69.6%-55.7pp | 67.7%-53.7pp |
| Annual return | 11.60% | 20.78%-9.2pp | 9461.77%-9450.2pp | 35.66%-24.1pp |
| Employer contribution / active EE | $291 | $1,583-81.6% | $4,153-93.0% | $2,757-89.4% |
| Participant deferral / active EE | $832 | $2,670-68.8% | $4,166-80.0% | $4,299-80.7% |
| Admin fee / account holder | $16,311 | $4,312+278.3% | $7,686+112.2% | $6,924+135.6% |