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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 | $47,463 | $85,171-44.3% | $172,753-72.5% | $72,976-35.0% |
| Participation rate | 64.5% | 70.1%-5.5pp | 82.6%-18.1pp | 69.5%-5.0pp |
| Annual return | 17.92% | 27.32%-9.4pp | 803.00%-785.1pp | 81.02%-63.1pp |
| Employer contribution / active EE | $97 | $3,324-97.1% | $5,144-98.1% | $2,440-96.0% |
| Participant deferral / active EE | $3,165 | $3,260-2.9% | $5,198-39.1% | $3,608-12.3% |
| Admin fee / account holder | $25,486 | $5,880+333.4% | $13,956+82.6% | $5,124+397.4% |