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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 | $74,062 | $51,638+43.4% | $68,368+8.3% | $82,448-10.2% |
| Participation rate | 29.6% | 63.6%-34.0pp | 73.8%-44.2pp | 68.1%-38.5pp |
| Annual return | 13.97% | 37.53%-23.6pp | 292.57%-278.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $178 | $2,047-91.3% | $2,649-93.3% | $2,551-93.0% |
| Participant deferral / active EE | $1,363 | $2,914-53.2% | $4,123-66.9% | $4,139-67.1% |
| Admin fee / account holder | $5,873 | $4,643+26.5% | $5,150+14.0% | $7,234-18.8% |