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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 | $45,322 | $55,437-18.2% | $155,534-70.9% | $74,459-39.1% |
| Participation rate | 26.2% | 61.9%-35.7pp | 78.2%-52.0pp | 67.2%-41.0pp |
| Annual return | 11.72% | 269.58%-257.9pp | 64.92%-53.2pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $340 | $2,266-85.0% | $4,675-92.7% | $2,626-87.0% |
| Participant deferral / active EE | $812 | $2,837-71.4% | $5,630-85.6% | $4,350-81.3% |
| Admin fee / account holder | $7,595 | $1,742+335.9% | $15,900-52.2% | $1,945+290.5% |