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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 | $50,270 | $102,632-51.0% | $81,988-38.7% | $158,950-68.4% |
| Participation rate | 13.3% | 75.5%-62.2pp | 69.3%-55.9pp | 82.0%-68.6pp |
| Annual return | 16.33% | 61.05%-44.7pp | 41.31%-25.0pp | 302.91%-286.6pp |
| Employer contribution / active EE | $231 | $3,241-92.9% | $2,498-90.8% | $4,762-95.2% |
| Participant deferral / active EE | $1,603 | $4,649-65.5% | $3,722-56.9% | $5,983-73.2% |
| Admin fee / account holder | $348 | $8,237-95.8% | $5,665-93.9% | $11,248-96.9% |