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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 | $43,442 | $77,908-44.2% | $149,696-71.0% | $75,173-42.2% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 18.70% | 31.73%-13.0pp | 134.46%-115.8pp | 160.72%-142.0pp |
| Employer contribution / active EE | $150 | $3,138-95.2% | $4,821-96.9% | $2,671-94.4% |
| Participant deferral / active EE | $1,157 | $3,411-66.1% | $5,682-79.6% | $4,126-72.0% |
| Admin fee / account holder | $930 | $5,950-84.4% | $13,212-93.0% | $5,651-83.5% |