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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 | $58,026 | $49,897+16.3% | $80,648-28.1% | $75,177-22.8% |
| Participation rate | 50.0% | 55.3%-5.3pp | 67.0%-17.0pp | 67.2%-17.2pp |
| Annual return | 17.25% | 34.68%-17.4pp | 937.21%-920.0pp | 160.75%-143.5pp |
| Employer contribution / active EE | $119 | $1,699-93.0% | $2,724-95.6% | $2,671-95.5% |
| Participant deferral / active EE | $1,562 | $2,992-47.8% | $4,443-64.8% | $4,126-62.1% |
| Admin fee / account holder | $2,708 | $3,579-24.3% | $5,382-49.7% | $5,651-52.1% |