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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 | $88,672-46.4% | $105,223-54.8% | $82,448-42.3% |
| Participation rate | 44.8% | 67.9%-23.1pp | 75.0%-30.2pp | 68.1%-23.2pp |
| Annual return | 45.22% | 30.86%+14.4pp | 180.65%-135.4pp | 41.64%+3.6pp |
| Employer contribution / active EE | $766 | $3,048-74.9% | $3,689-79.2% | $2,551-70.0% |
| Participant deferral / active EE | $2,175 | $4,036-46.1% | $5,072-57.1% | $4,139-47.5% |
| Admin fee / account holder | $19,232 | $7,146+169.1% | $8,859+117.1% | $7,234+165.8% |