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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 | $49,170 | $52,450-6.3% | $129,384-62.0% | $74,459-34.0% |
| Participation rate | 23.0% | 53.8%-30.9pp | 69.6%-46.7pp | 67.2%-44.3pp |
| Annual return | 18.46% | 15.65%+2.8pp | 9461.77%-9443.3pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $371 | $1,532-75.8% | $4,153-91.1% | $2,626-85.9% |
| Participant deferral / active EE | $938 | $2,797-66.5% | $4,166-77.5% | $4,350-78.4% |
| Admin fee / account holder | $1,235 | $2,636-53.1% | $7,686-83.9% | $1,945-36.5% |