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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 | $47,915 | $95,975-50.1% | $74,552-35.7% | $135,382-64.6% |
| Participation rate | 68.4% | 75.7%-7.2pp | 69.1%-0.7pp | 82.6%-14.2pp |
| Annual return | 5.15% | 56.96%-51.8pp | 32.53%-27.4pp | 519.77%-514.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,566 | $3,844+44.8% | $3,108+79.1% | $5,609-0.8% |
| Admin fee / account holder | $5,618 | $6,522-13.9% | $5,060+11.0% | $10,829-48.1% |