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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 | $50,968 | $41,150+23.9% | $80,627-36.8% | $71,511-28.7% |
| Participation rate | 18.8% | 50.3%-31.5pp | 67.0%-48.2pp | 67.9%-49.1pp |
| Annual return | 16.92% | 38.48%-21.6pp | 936.76%-919.8pp | 28.86%-11.9pp |
| Employer contribution / active EE | $182 | $1,515-88.0% | $2,723-93.3% | $2,589-93.0% |
| Participant deferral / active EE | $927 | $2,701-65.7% | $4,443-79.1% | $4,291-78.4% |
| Admin fee / account holder | $8,075 | $1,841+338.5% | $5,381+50.1% | $1,588+408.3% |