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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 | $21,580 | $82,674-73.9% | $125,381-82.8% | $68,486-68.5% |
| Participation rate | 48.2% | 75.1%-26.9pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | 24.92% | -5.97%+30.9pp | 572.31%-547.4pp | -7.85%+32.8pp |
| Employer contribution / active EE | $646 | $3,382-80.9% | $4,815-86.6% | $2,597-75.1% |
| Participant deferral / active EE | $5,441 | $6,111-11.0% | $7,448-26.9% | $4,028+35.1% |
| Admin fee / account holder | $935 | $6,277-85.1% | $10,007-90.7% | $5,404-82.7% |