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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 | $80,052 | $62,166+28.8% | $81,353-1.6% | $74,459+7.5% |
| Participation rate | 68.9% | 64.1%+4.8pp | 69.5%-0.7pp | 67.2%+1.6pp |
| Annual return | 11.19% | 16.50%-5.3pp | 24.82%-13.6pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $419 | $1,881-77.7% | $2,464-83.0% | $2,626-84.0% |
| Participant deferral / active EE | $2,471 | $3,223-23.3% | $3,885-36.4% | $4,350-43.2% |
| Admin fee / account holder | $4,664 | $1,925+142.3% | $5,766-19.1% | $1,945+139.8% |