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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 | $49,398 | $122,962-59.8% | $71,585-31.0% | $138,895-64.4% |
| Participation rate | 37.5% | 68.9%-31.4pp | 68.2%-30.7pp | 79.9%-42.4pp |
| Annual return | 13.39% | 37.84%-24.5pp | 59.26%-45.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,861 | $4,311-33.6% | $2,923-2.1% | $6,396-55.3% |
| Admin fee / account holder | $51,203 | $6,488+689.2% | $4,712+986.7% | $12,562+307.6% |