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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 | $51,278 | $89,367-42.6% | $141,191-63.7% | $72,975-29.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 50.46% | 111.87%-61.4pp | 71.41%-20.9pp | 81.01%-30.6pp |
| Employer contribution / active EE | $544 | $3,115-82.5% | $4,736-88.5% | $2,440-77.7% |
| Participant deferral / active EE | $4,686 | $5,419-13.5% | $6,710-30.2% | $3,608+29.9% |
| Admin fee / account holder | $3,504 | $5,957-41.2% | $10,264-65.9% | $5,124-31.6% |