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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 | $41,561 | $49,891-16.7% | $80,607-48.4% | $75,181-44.7% |
| Participation rate | 63.0% | 55.3%+7.6pp | 67.0%-4.0pp | 67.2%-4.2pp |
| Annual return | 16.98% | 34.67%-17.7pp | 936.11%-919.1pp | 160.69%-143.7pp |
| Employer contribution / active EE | $223 | $1,698-86.9% | $2,724-91.8% | $2,671-91.6% |
| Participant deferral / active EE | $2,973 | $2,991-0.6% | $4,448-33.2% | $4,126-27.9% |
| Admin fee / account holder | $793 | $3,578-77.8% | $5,379-85.3% | $5,650-86.0% |