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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 | $47,434 | $95,383-50.3% | $185,837-74.5% | $85,856-44.8% |
| Participation rate | 20.0% | 68.8%-48.8pp | 81.7%-61.7pp | 69.3%-49.3pp |
| Annual return | 18.50% | 23.59%-5.1pp | 122.08%-103.6pp | 318.58%-300.1pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,173 | $3,423-36.5% | $5,568-61.0% | $3,952-45.0% |
| Admin fee / account holder | $10,652 | $7,213+47.7% | $16,241-34.4% | $6,261+70.1% |