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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 | $45,438 | $83,369-45.5% | $105,223-56.8% | $67,986-33.2% |
| Participation rate | 54.7% | 56.3%-1.6pp | 75.0%-20.3pp | 57.2%-2.5pp |
| Annual return | 15.42% | 24.64%-9.2pp | 180.65%-165.2pp | 31.67%-16.2pp |
| Employer contribution / active EE | $350 | $2,541-86.2% | $3,689-90.5% | $2,019-82.6% |
| Participant deferral / active EE | $1,735 | $3,295-47.4% | $5,072-65.8% | $3,358-48.3% |
| Admin fee / account holder | $2,315 | $4,073-43.2% | $8,859-73.9% | $3,203-27.7% |