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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 | $54,670 | $102,422-46.6% | $147,117-62.8% | $80,959-32.5% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 38.82% | 135.16%-96.3pp | 420.54%-381.7pp | 35.67%+3.2pp |
| Employer contribution / active EE | $209 | $3,717-94.4% | $4,932-95.8% | $2,757-92.4% |
| Participant deferral / active EE | $10,324 | $6,652+55.2% | $8,065+28.0% | $4,300+140.1% |
| Admin fee / account holder | $12,197 | $7,953+53.4% | $12,993-6.1% | $6,925+76.1% |