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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 | $47,712 | $72,071-33.8% | $68,368-30.2% | $137,256-65.2% |
| Participation rate | 23.5% | 76.2%-52.7pp | 73.8%-50.2pp | 80.0%-56.4pp |
| Annual return | 20.04% | 353.14%-333.1pp | 292.57%-272.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $300 | $2,788-89.2% | $2,649-88.7% | $4,156-92.8% |
| Participant deferral / active EE | $2,624 | $4,410-40.5% | $4,123-36.3% | $6,407-59.0% |
| Admin fee / account holder | $302 | $5,336-94.3% | $5,150-94.1% | $12,270-97.5% |