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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 | $47,725 | $110,212-56.7% | $96,534-50.6% | $139,466-65.8% |
| Participation rate | 10.5% | 78.1%-67.6pp | 76.0%-65.5pp | 80.3%-69.8pp |
| Annual return | 40.21% | 26.42%+13.8pp | 25.88%+14.3pp | 373.66%-333.5pp |
| Employer contribution / active EE | $560 | $3,620-84.5% | $2,965-81.1% | $4,754-88.2% |
| Participant deferral / active EE | $1,802 | $5,547-67.5% | $4,851-62.8% | $6,712-73.1% |
| Admin fee / account holder | $551 | $11,599-95.2% | $8,253-93.3% | $11,409-95.2% |