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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 | $51,606+36.6% | $129,339-45.5% | $80,911-12.9% |
| Participation rate | 14.0% | 57.0%-43.0pp | 69.6%-55.7pp | 67.6%-53.7pp |
| Annual return | 11.60% | 20.76%-9.2pp | 9437.05%-9425.4pp | 35.63%-24.0pp |
| Employer contribution / active EE | $291 | $1,582-81.6% | $4,154-93.0% | $2,756-89.4% |
| Participant deferral / active EE | $832 | $2,669-68.8% | $4,170-80.1% | $4,297-80.6% |
| Admin fee / account holder | $16,311 | $4,310+278.5% | $7,668+112.7% | $6,935+135.2% |