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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 | $64,849 | $59,467+9.1% | $93,727-30.8% | $74,478-12.9% |
| Participation rate | 34.4% | 59.6%-25.3pp | 68.7%-34.4pp | 67.2%-32.9pp |
| Annual return | 10.91% | 82.14%-71.2pp | 133.83%-122.9pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $81 | $1,267-93.6% | $2,421-96.7% | $2,626-96.9% |
| Participant deferral / active EE | $2,131 | $3,052-30.2% | $4,417-51.8% | $4,350-51.0% |
| Admin fee / account holder | $7,210 | $3,028+138.1% | $8,292-13.0% | $1,946+270.6% |