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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 | $52,471 | $105,284-50.2% | $150,734-65.2% | $94,015-44.2% |
| Participation rate | 47.2% | 71.7%-24.5pp | 78.4%-31.3pp | 70.8%-23.6pp |
| Annual return | 13.56% | 15.67%-2.1pp | 600.81%-587.2pp | 17.84%-4.3pp |
| Employer contribution / active EE | $418 | $3,599-88.4% | $4,918-91.5% | $2,790-85.0% |
| Participant deferral / active EE | $2,258 | $4,274-47.2% | $5,610-59.8% | $4,249-46.9% |
| Admin fee / account holder | $3,537 | $9,839-64.0% | $14,905-76.3% | $8,951-60.5% |