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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 | $43,820 | $100,060-56.2% | $149,721-70.7% | $70,126-37.5% |
| Participation rate | 64.7% | 83.6%-18.9pp | 87.1%-22.4pp | 69.5%-4.8pp |
| Annual return | 196.40% | 27.46%+168.9pp | 1501.67%-1305.3pp | 73.15%+123.3pp |
| Employer contribution / active EE | $333 | $3,661-90.9% | $5,444-93.9% | $2,343-85.8% |
| Participant deferral / active EE | $2,422 | $4,982-51.4% | $6,568-63.1% | $3,332-27.3% |
| Admin fee / account holder | $3,616 | $8,285-56.4% | $11,282-67.9% | $4,645-22.2% |