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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 | $47,572 | $105,284-54.8% | $150,734-68.4% | $94,015-49.4% |
| Participation rate | 44.8% | 71.7%-26.9pp | 78.4%-33.6pp | 70.8%-26.0pp |
| Annual return | 45.22% | 15.67%+29.6pp | 600.81%-555.6pp | 17.84%+27.4pp |
| Employer contribution / active EE | $766 | $3,599-78.7% | $4,918-84.4% | $2,790-72.5% |
| Participant deferral / active EE | $2,175 | $4,274-49.1% | $5,610-61.2% | $4,249-48.8% |
| Admin fee / account holder | $19,232 | $9,839+95.5% | $14,905+29.0% | $8,951+114.9% |