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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 | $56,240 | $102,382-45.1% | $147,005-61.7% | $80,874-30.5% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.2%-16.3pp | 67.6%-1.8pp |
| Annual return | 13.19% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $517 | $3,715-86.1% | $4,934-89.5% | $2,756-81.2% |
| Participant deferral / active EE | $5,632 | $6,646-15.3% | $8,070-30.2% | $4,297+31.1% |
| Admin fee / account holder | $2,167 | $7,942-72.7% | $13,006-83.3% | $6,935-68.7% |