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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 | $93,345-49.0% | $119,126-60.1% | $87,485-45.6% |
| Participation rate | 44.8% | 68.7%-23.9pp | 75.8%-30.9pp | 68.9%-24.1pp |
| Annual return | 45.22% | 19.08%+26.1pp | 282.11%-236.9pp | 26.06%+19.2pp |
| Employer contribution / active EE | $766 | $3,172-75.9% | $4,034-81.0% | $2,596-70.5% |
| Participant deferral / active EE | $2,175 | $4,099-46.9% | $5,318-59.1% | $4,274-49.1% |
| Admin fee / account holder | $19,232 | $8,039+139.2% | $10,693+79.9% | $7,775+147.4% |