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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 | $40,950 | $49,891-17.9% | $80,607-49.2% | $75,181-45.5% |
| Participation rate | 50.0% | 55.3%-5.3pp | 67.0%-17.0pp | 67.2%-17.2pp |
| Annual return | 21.94% | 34.67%-12.7pp | 936.11%-914.2pp | 160.69%-138.7pp |
| Employer contribution / active EE | $173 | $1,698-89.8% | $2,724-93.6% | $2,671-93.5% |
| Participant deferral / active EE | $2,180 | $2,991-27.1% | $4,448-51.0% | $4,126-47.2% |
| Admin fee / account holder | $728 | $3,578-79.6% | $5,379-86.5% | $5,650-87.1% |