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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 | $61,483 | $63,346-2.9% | $92,240-33.3% | $70,126-12.3% |
| Participation rate | 51.1% | 68.7%-17.6pp | 76.5%-25.4pp | 69.5%-18.4pp |
| Annual return | 21.40% | 530.19%-508.8pp | 176.29%-154.9pp | 73.15%-51.7pp |
| Employer contribution / active EE | $167 | $2,471-93.2% | $3,680-95.5% | $2,343-92.9% |
| Participant deferral / active EE | $3,872 | $2,854+35.7% | $3,897-0.6% | $3,332+16.2% |
| Admin fee / account holder | $773 | $3,841-79.9% | $5,194-85.1% | $4,645-83.4% |