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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 | $50,538 | $29,733+70.0% | $56,025-9.8% | $80,959-37.6% |
| Participation rate | 20.5% | 41.7%-21.3pp | 52.5%-32.1pp | 67.7%-47.2pp |
| Annual return | 15.82% | 35.28%-19.5pp | 1712.69%-1696.9pp | 35.67%-19.9pp |
| Employer contribution / active EE | $50 | $672-92.6% | $1,042-95.2% | $2,757-98.2% |
| Participant deferral / active EE | $1,261 | $1,229+2.6% | $1,955-35.5% | $4,300-70.7% |
| Admin fee / account holder | $2,152 | $2,434-11.6% | $2,828-23.9% | $6,925-68.9% |