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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 | $47,524 | $106,008-55.2% | $92,240-48.5% | $147,586-67.8% |
| Participation rate | 46.2% | 80.4%-34.3pp | 76.5%-30.3pp | 82.8%-36.7pp |
| Annual return | 27.43% | 50.05%-22.6pp | 176.29%-148.9pp | 578.59%-551.2pp |
| Employer contribution / active EE | $677 | $4,333-84.4% | $3,680-81.6% | $4,876-86.1% |
| Participant deferral / active EE | $2,212 | $4,478-50.6% | $3,897-43.2% | $5,439-59.3% |
| Admin fee / account holder | $3,277 | $6,333-48.3% | $5,194-36.9% | $10,886-69.9% |