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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 | $49,176 | $50,972-3.5% | $88,538-44.5% | $72,975-32.6% |
| Participation rate | 23.7% | 63.4%-39.7pp | 68.7%-45.1pp | 69.5%-45.8pp |
| Annual return | 20.78% | 29.62%-8.8pp | 43.64%-22.9pp | 81.01%-60.2pp |
| Employer contribution / active EE | $212 | $1,475-85.6% | $2,098-89.9% | $2,440-91.3% |
| Participant deferral / active EE | $923 | $2,230-58.6% | $2,914-68.3% | $3,608-74.4% |
| Admin fee / account holder | $5,029 | $3,230+55.7% | $4,310+16.7% | $5,124-1.9% |