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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 | $45,886 | $117,859-61.1% | $102,438-55.2% | $145,959-68.6% |
| Participation rate | 52.2% | 78.6%-26.4pp | 76.5%-24.3pp | 80.3%-28.1pp |
| Annual return | 15.10% | 31.72%-16.6pp | 29.37%-14.3pp | 561.95%-546.8pp |
| Employer contribution / active EE | $163 | $3,615-95.5% | $3,024-94.6% | $4,661-96.5% |
| Participant deferral / active EE | $2,263 | $5,732-60.5% | $5,054-55.2% | $6,689-66.2% |
| Admin fee / account holder | $326 | $13,318-97.6% | $9,448-96.5% | $13,398-97.6% |