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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 | $48,751 | $52,581-7.3% | $130,788-62.7% | $64,340-24.2% |
| Participation rate | 31.5% | 46.5%-15.0pp | 70.1%-38.6pp | 55.2%-23.7pp |
| Annual return | 17.41% | 20.39%-3.0pp | 386.44%-369.0pp | 24.14%-6.7pp |
| Employer contribution / active EE | $107 | $1,031-89.6% | $3,558-97.0% | $1,862-94.2% |
| Participant deferral / active EE | $1,371 | $2,200-37.7% | $4,137-66.9% | $2,980-54.0% |
| Admin fee / account holder | $1,575 | $4,583-65.6% | $6,673-76.4% | $3,703-57.5% |