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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 | $55,241 | $106,003-47.9% | $92,236-40.1% | $147,585-62.6% |
| Participation rate | 53.3% | 80.4%-27.1pp | 76.5%-23.1pp | 82.8%-29.5pp |
| Annual return | 10.98% | 50.05%-39.1pp | 176.29%-165.3pp | 578.57%-567.6pp |
| Employer contribution / active EE | $338 | $4,333-92.2% | $3,679-90.8% | $4,876-93.1% |
| Participant deferral / active EE | $1,732 | $4,478-61.3% | $3,897-55.6% | $5,439-68.2% |
| Admin fee / account holder | $982 | $6,333-84.5% | $5,194-81.1% | $10,885-91.0% |