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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 | $57,132 | $101,950-44.0% | $125,529-54.5% | $86,983-34.3% |
| Participation rate | 51.3% | 70.2%-18.8pp | 74.7%-23.4pp | 69.5%-18.2pp |
| Annual return | 15.21% | 18.29%-3.1pp | 202.56%-187.4pp | 25.83%-10.6pp |
| Employer contribution / active EE | $558 | $2,358-76.3% | $3,058-81.8% | $2,584-78.4% |
| Participant deferral / active EE | $2,232 | $3,862-42.2% | $4,813-53.6% | $4,194-46.8% |
| Admin fee / account holder | $8,861 | $12,791-30.7% | $16,298-45.6% | $7,856+12.8% |