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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 | $82,514 | $58,311+41.5% | $81,882+0.8% | $80,959+1.9% |
| Participation rate | 54.5% | 63.5%-8.9pp | 72.4%-17.8pp | 67.7%-13.1pp |
| Annual return | 13.05% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $205 | $2,347-91.3% | $2,916-93.0% | $2,757-92.6% |
| Participant deferral / active EE | $2,495 | $3,287-24.1% | $4,323-42.3% | $4,300-42.0% |
| Admin fee / account holder | $5,243 | $4,752+10.3% | $7,360-28.8% | $6,925-24.3% |