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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 | $100,451 | $117,859-14.8% | $102,438-1.9% | $145,959-31.2% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.1pp |
| Annual return | 11.26% | 31.72%-20.5pp | 29.37%-18.1pp | 561.95%-550.7pp |
| Employer contribution / active EE | $156 | $3,615-95.7% | $3,024-94.8% | $4,661-96.6% |
| Participant deferral / active EE | $2,618 | $5,732-54.3% | $5,054-48.2% | $6,689-60.9% |
| Admin fee / account holder | $65,084 | $13,318+388.7% | $9,448+588.9% | $13,398+385.8% |