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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 | $71,168 | $102,422-30.5% | $147,117-51.6% | $80,959-12.1% |
| Participation rate | 43.3% | 75.9%-32.5pp | 82.2%-38.9pp | 67.7%-24.3pp |
| Annual return | 16.62% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $341 | $3,717-90.8% | $4,932-93.1% | $2,757-87.6% |
| Participant deferral / active EE | $4,914 | $6,652-26.1% | $8,065-39.1% | $4,300+14.3% |
| Admin fee / account holder | $8,148 | $7,953+2.4% | $12,993-37.3% | $6,925+17.7% |