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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 | $47,439 | $117,895-59.8% | $102,460-53.7% | $145,897-67.5% |
| Participation rate | 21.1% | 78.6%-57.6pp | 76.5%-55.5pp | 80.3%-59.3pp |
| Annual return | 13.18% | 31.92%-18.7pp | 29.47%-16.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $783 | $3,619-78.4% | $3,025-74.1% | $4,663-83.2% |
| Participant deferral / active EE | $3,022 | $5,736-47.3% | $5,056-40.2% | $6,689-54.8% |
| Admin fee / account holder | $11,929 | $13,353-10.7% | $9,460+26.1% | $13,390-10.9% |