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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 | $102,422-45.1% | $147,117-61.8% | $80,959-30.5% |
| Participation rate | 65.8% | 75.9%-10.1pp | 82.2%-16.4pp | 67.7%-1.8pp |
| Annual return | 13.19% | 135.16%-122.0pp | 420.54%-407.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $517 | $3,717-86.1% | $4,932-89.5% | $2,757-81.2% |
| Participant deferral / active EE | $5,632 | $6,652-15.3% | $8,065-30.2% | $4,300+31.0% |
| Admin fee / account holder | $2,167 | $7,953-72.7% | $12,993-83.3% | $6,925-68.7% |