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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 | $68,019 | $58,726+15.8% | $92,240-26.3% | $62,293+9.2% |
| Participation rate | 17.5% | 68.3%-50.8pp | 76.5%-59.0pp | 69.5%-52.0pp |
| Annual return | 17.34% | 43.62%-26.3pp | 176.29%-158.9pp | 28.90%-11.6pp |
| Employer contribution / active EE | $309 | $2,392-87.1% | $3,680-91.6% | $2,042-84.9% |
| Participant deferral / active EE | $1,506 | $2,766-45.5% | $3,897-61.4% | $3,169-52.5% |
| Admin fee / account holder | $3,785 | $556+580.3% | $5,194-27.1% | $479+689.7% |