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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 | $46,592 | $65,555-28.9% | $86,216-46.0% | $75,173-38.0% |
| Participation rate | 48.6% | 60.5%-11.9pp | 69.0%-20.4pp | 67.2%-18.6pp |
| Annual return | 14.78% | 46.07%-31.3pp | 1169.42%-1154.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $265 | $1,553-82.9% | $2,382-88.9% | $2,671-90.1% |
| Participant deferral / active EE | $2,189 | $3,023-27.6% | $3,986-45.1% | $4,126-46.9% |
| Admin fee / account holder | $17,778 | $5,469+225.1% | $6,853+159.4% | $5,651+214.6% |