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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 | $45,148 | $90,691-50.2% | $76,119-40.7% | $145,884-69.1% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 17.53% | 624.52%-607.0pp | 361.25%-343.7pp | 551.85%-534.3pp |
| Employer contribution / active EE | $247 | $3,329-92.6% | $2,693-90.8% | $4,662-94.7% |
| Participant deferral / active EE | $2,611 | $5,167-49.5% | $4,259-38.7% | $6,690-61.0% |
| Admin fee / account holder | $10,543 | $8,383+25.8% | $6,421+64.2% | $13,392-21.3% |