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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 | $37,143 | $79,189-53.1% | $102,457-63.7% | $74,400-50.1% |
| Participation rate | 55.0% | 74.8%-19.8pp | 76.5%-21.5pp | 67.2%-12.3pp |
| Annual return | 12.76% | 54.98%-42.2pp | 29.41%-16.6pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $502 | $2,362-78.7% | $3,022-83.4% | $2,624-80.9% |
| Participant deferral / active EE | $5,488 | $4,415+24.3% | $5,054+8.6% | $4,348+26.2% |
| Admin fee / account holder | $3,113 | $2,002+55.5% | $9,451-67.1% | $1,944+60.2% |