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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 | $60,131 | $100,060-39.9% | $149,721-59.8% | $70,126-14.3% |
| Participation rate | 43.2% | 83.6%-40.3pp | 87.1%-43.8pp | 69.5%-26.3pp |
| Annual return | 15.46% | 27.46%-12.0pp | 1501.67%-1486.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $859 | $3,661-76.5% | $5,444-84.2% | $2,343-63.3% |
| Participant deferral / active EE | $4,853 | $4,982-2.6% | $6,568-26.1% | $3,332+45.7% |
| Admin fee / account holder | $4,567 | $8,285-44.9% | $11,282-59.5% | $4,645-1.7% |