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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 | $37,740 | $83,045-54.6% | $130,045-71.0% | $71,511-47.2% |
| Participation rate | 48.4% | 74.1%-25.7pp | 78.5%-30.1pp | 67.9%-19.5pp |
| Annual return | 22.05% | 20.61%+1.4pp | -137.30%+159.4pp | 28.86%-6.8pp |
| Employer contribution / active EE | $660 | $2,623-74.9% | $4,321-84.7% | $2,589-74.5% |
| Participant deferral / active EE | $2,338 | $4,436-47.3% | $5,820-59.8% | $4,291-45.5% |
| Admin fee / account holder | $6,199 | $1,727+259.0% | $10,600-41.5% | $1,588+290.3% |