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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 | $42,300 | $63,346-33.2% | $92,240-54.1% | $70,126-39.7% |
| Participation rate | 48.4% | 68.7%-20.2pp | 76.5%-28.1pp | 69.5%-21.1pp |
| Annual return | 27.23% | 530.19%-503.0pp | 176.29%-149.1pp | 73.15%-45.9pp |
| Employer contribution / active EE | $285 | $2,471-88.5% | $3,680-92.3% | $2,343-87.9% |
| Participant deferral / active EE | $1,345 | $2,854-52.9% | $3,897-65.5% | $3,332-59.6% |
| Admin fee / account holder | $785 | $3,841-79.6% | $5,194-84.9% | $4,645-83.1% |