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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 | $46,026 | $53,837-14.5% | $75,714-39.2% | $85,847-46.4% |
| Participation rate | 59.0% | 69.1%-10.1pp | 74.8%-15.9pp | 69.3%-10.3pp |
| Annual return | 37.12% | 24.54%+12.6pp | 104.62%-67.5pp | 318.61%-281.5pp |
| Employer contribution / active EE | $333 | $2,017-83.5% | $2,744-87.9% | $2,565-87.0% |
| Participant deferral / active EE | $1,975 | $2,895-31.8% | $3,820-48.3% | $3,952-50.0% |
| Admin fee / account holder | $9,835 | $3,339+194.5% | $3,619+171.8% | $6,261+57.1% |