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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 | $50,200 | $125,797-60.1% | $170,043-70.5% | $75,173-33.2% |
| Participation rate | 52.0% | 83.6%-31.6pp | 87.0%-35.0pp | 67.2%-15.2pp |
| Annual return | 15.13% | 27.20%-12.1pp | 53.40%-38.3pp | 160.72%-145.6pp |
| Employer contribution / active EE | $958 | $4,616-79.2% | $6,790-85.9% | $2,671-64.1% |
| Participant deferral / active EE | $3,347 | $6,838-51.1% | $10,410-67.8% | $4,126-18.9% |
| Admin fee / account holder | $9,941 | $8,177+21.6% | $12,824-22.5% | $5,651+75.9% |