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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 | $55,193 | $95,415-42.2% | $185,851-70.3% | $85,851-35.7% |
| Participation rate | 40.9% | 68.8%-27.9pp | 81.7%-40.8pp | 69.3%-28.4pp |
| Annual return | 12.82% | 23.59%-10.8pp | 122.11%-109.3pp | 318.63%-305.8pp |
| Employer contribution / active EE | $366 | $3,314-89.0% | $5,168-92.9% | $2,565-85.7% |
| Participant deferral / active EE | $1,528 | $3,424-55.4% | $5,569-72.6% | $3,952-61.3% |
| Admin fee / account holder | $671 | $7,215-90.7% | $16,245-95.9% | $6,261-89.3% |