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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 | $45,491 | $100,033-54.5% | $149,716-69.6% | $70,124-35.1% |
| Participation rate | 37.8% | 83.6%-45.8pp | 87.1%-49.3pp | 69.5%-31.7pp |
| Annual return | 23.50% | 27.43%-3.9pp | 1501.67%-1478.2pp | 73.14%-49.6pp |
| Employer contribution / active EE | $172 | $3,661-95.3% | $5,444-96.8% | $2,342-92.7% |
| Participant deferral / active EE | $2,650 | $4,982-46.8% | $6,568-59.7% | $3,332-20.5% |
| Admin fee / account holder | $468 | $8,285-94.4% | $11,282-95.9% | $4,645-89.9% |