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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 | $50,290 | $80,763-37.7% | $102,412-50.9% | $74,459-32.5% |
| Participation rate | 42.6% | 65.7%-23.1pp | 74.5%-31.9pp | 67.2%-24.6pp |
| Annual return | 11.68% | 27.57%-15.9pp | 24.94%-13.3pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $702 | $3,160-77.8% | $3,870-81.9% | $2,626-73.3% |
| Participant deferral / active EE | $3,154 | $3,862-18.3% | $5,060-37.7% | $4,350-27.5% |
| Admin fee / account holder | $4,921 | $2,371+107.5% | $8,388-41.3% | $1,945+153.0% |