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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 | $49,168 | $88,672-44.6% | $105,223-53.3% | $82,448-40.4% |
| Participation rate | 54.5% | 67.9%-13.4pp | 75.0%-20.5pp | 68.1%-13.5pp |
| Annual return | 13.31% | 30.86%-17.6pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $677 | $3,048-77.8% | $3,689-81.7% | $2,551-73.5% |
| Participant deferral / active EE | $1,826 | $4,036-54.7% | $5,072-64.0% | $4,139-55.9% |
| Admin fee / account holder | $18,640 | $7,146+160.8% | $8,859+110.4% | $7,234+157.7% |