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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 | $45,896 | $49,164-6.6% | $121,169-62.1% | $75,181-39.0% |
| Participation rate | 61.6% | 55.4%+6.2pp | 69.5%-7.9pp | 67.2%-5.6pp |
| Annual return | 16.56% | 56.03%-39.5pp | 986.71%-970.2pp | 160.69%-144.1pp |
| Employer contribution / active EE | $211 | $1,546-86.4% | $4,168-94.9% | $2,671-92.1% |
| Participant deferral / active EE | $4,140 | $2,628+57.5% | $4,083+1.4% | $4,126+0.4% |
| Admin fee / account holder | $535 | $3,942-86.4% | $5,645-90.5% | $5,650-90.5% |