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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 | $51,919 | $93,345-44.4% | $119,126-56.4% | $87,485-40.7% |
| Participation rate | 51.2% | 68.7%-17.5pp | 75.8%-24.5pp | 68.9%-17.7pp |
| Annual return | 19.18% | 19.08%+0.1pp | 282.11%-262.9pp | 26.06%-6.9pp |
| Employer contribution / active EE | $788 | $3,172-75.2% | $4,034-80.5% | $2,596-69.7% |
| Participant deferral / active EE | $2,225 | $4,099-45.7% | $5,318-58.2% | $4,274-47.9% |
| Admin fee / account holder | $9,284 | $8,039+15.5% | $10,693-13.2% | $7,775+19.4% |