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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 | $58,798 | $102,385-42.6% | $147,080-60.0% | $80,935-27.4% |
| Participation rate | 55.9% | 75.9%-20.0pp | 82.2%-26.3pp | 67.7%-11.8pp |
| Annual return | 12.92% | 135.09%-122.2pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $594 | $3,717-84.0% | $4,933-88.0% | $2,757-78.4% |
| Participant deferral / active EE | $3,029 | $6,651-54.5% | $8,066-62.4% | $4,299-29.5% |
| Admin fee / account holder | $1,378 | $7,951-82.7% | $12,989-89.4% | $6,924-80.1% |