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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 | $64,346 | $81,208-20.8% | $98,920-35.0% | $79,852-19.4% |
| Participation rate | 60.0% | 72.5%-12.5pp | 76.0%-16.0pp | 69.6%-9.6pp |
| Annual return | 16.78% | 60.99%-44.2pp | 196.47%-179.7pp | 31.72%-14.9pp |
| Employer contribution / active EE | $391 | $1,960-80.0% | $2,689-85.5% | $2,471-84.2% |
| Participant deferral / active EE | $2,093 | $3,265-35.9% | $4,245-50.7% | $3,740-44.0% |
| Admin fee / account holder | $35,721 | $6,013+494.1% | $6,643+437.7% | $5,306+573.2% |