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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 | $49,081 | $115,796-57.6% | $101,264-51.5% | $158,950-69.1% |
| Participation rate | 14.3% | 79.4%-65.1pp | 75.8%-61.5pp | 82.0%-67.7pp |
| Annual return | 50.99% | 56.15%-5.2pp | 46.48%+4.5pp | 302.91%-251.9pp |
| Employer contribution / active EE | $744 | $4,175-82.2% | $3,660-79.7% | $4,762-84.4% |
| Participant deferral / active EE | $1,392 | $4,958-71.9% | $4,370-68.2% | $5,983-76.7% |
| Admin fee / account holder | $965 | $7,247-86.7% | $5,947-83.8% | $11,248-91.4% |