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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 | $47,771 | $117,859-59.5% | $102,438-53.4% | $145,959-67.3% |
| Participation rate | 59.1% | 78.6%-19.5pp | 76.5%-17.4pp | 80.3%-21.2pp |
| Annual return | 10.33% | 31.72%-21.4pp | 29.37%-19.0pp | 561.95%-551.6pp |
| Employer contribution / active EE | $218 | $3,615-94.0% | $3,024-92.8% | $4,661-95.3% |
| Participant deferral / active EE | $3,018 | $5,732-47.3% | $5,054-40.3% | $6,689-54.9% |
| Admin fee / account holder | $97,965 | $13,318+635.6% | $9,448+936.9% | $13,398+631.2% |