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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 | $47,639 | $53,063-10.2% | $124,206-61.6% | $82,637-42.4% |
| Participation rate | 34.2% | 58.4%-24.2pp | 69.6%-35.4pp | 68.1%-33.8pp |
| Annual return | 16.69% | 68.87%-52.2pp | 515.27%-498.6pp | 53.51%-36.8pp |
| Employer contribution / active EE | $217 | $1,530-85.8% | $3,540-93.9% | $2,552-91.5% |
| Participant deferral / active EE | $1,866 | $2,644-29.5% | $3,968-53.0% | $4,126-54.8% |
| Admin fee / account holder | $9,196 | $4,281+114.8% | $5,929+55.1% | $7,339+25.3% |