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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 | $72,553 | $79,189-8.4% | $102,457-29.2% | $74,400-2.5% |
| Participation rate | 68.2% | 74.8%-6.6pp | 76.5%-8.3pp | 67.2%+1.0pp |
| Annual return | 18.69% | 54.98%-36.3pp | 29.41%-10.7pp | 1367.51%-1348.8pp |
| Employer contribution / active EE | $370 | $2,362-84.3% | $3,022-87.7% | $2,624-85.9% |
| Participant deferral / active EE | $2,547 | $4,415-42.3% | $5,054-49.6% | $4,348-41.4% |
| Admin fee / account holder | $3,298 | $2,002+64.7% | $9,451-65.1% | $1,944+69.7% |