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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 | $48,108 | $55,437-13.2% | $155,534-69.1% | $74,459-35.4% |
| Participation rate | 14.6% | 61.9%-47.3pp | 78.2%-63.6pp | 67.2%-52.6pp |
| Annual return | 22.14% | 269.58%-247.4pp | 64.92%-42.8pp | 1369.70%-1347.6pp |
| Employer contribution / active EE | $271 | $2,266-88.0% | $4,675-94.2% | $2,626-89.7% |
| Participant deferral / active EE | $815 | $2,837-71.3% | $5,630-85.5% | $4,350-81.3% |
| Admin fee / account holder | $1,038 | $1,742-40.4% | $15,900-93.5% | $1,945-46.6% |