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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 | $89,259-44.9% | $107,187-54.1% | $82,637-40.5% |
| Participation rate | 54.5% | 67.9%-13.4pp | 75.0%-20.5pp | 68.1%-13.5pp |
| Annual return | 13.31% | 21.02%-7.7pp | 204.55%-191.2pp | 53.51%-40.2pp |
| Employer contribution / active EE | $677 | $3,080-78.0% | $3,782-82.1% | $2,552-73.5% |
| Participant deferral / active EE | $1,826 | $4,037-54.8% | $5,096-64.2% | $4,126-55.7% |
| Admin fee / account holder | $18,640 | $7,381+152.5% | $9,162+103.4% | $7,339+154.0% |