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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 | $51,357 | $100,901-49.1% | $75,501-32.0% | $147,585-65.2% |
| Participation rate | 50.0% | 77.1%-27.1pp | 72.4%-22.4pp | 82.8%-32.8pp |
| Annual return | 16.27% | 35.78%-19.5pp | 27.35%-11.1pp | 578.58%-562.3pp |
| Employer contribution / active EE | $165 | $3,253-94.9% | $2,352-93.0% | $4,876-96.6% |
| Participant deferral / active EE | $1,143 | $4,027-71.6% | $3,142-63.6% | $5,439-79.0% |
| Admin fee / account holder | $1,530 | $11,285-86.4% | $5,801-73.6% | $10,886-85.9% |