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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 | $66,626 | $94,031-29.1% | $115,768-42.4% | $82,448-19.2% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.4%-24.4pp | 68.1%-18.1pp |
| Annual return | 13.95% | 20.61%-6.7pp | 100.46%-86.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $458 | $2,323-80.3% | $2,940-84.4% | $2,551-82.0% |
| Participant deferral / active EE | $2,489 | $3,972-37.3% | $4,917-49.4% | $4,139-39.9% |
| Admin fee / account holder | $1,914 | $10,249-81.3% | $12,439-84.6% | $7,234-73.5% |