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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 | $37,603 | $88,672-57.6% | $105,223-64.3% | $82,448-54.4% |
| Participation rate | 55.7% | 67.9%-12.2pp | 75.0%-19.3pp | 68.1%-12.3pp |
| Annual return | 16.48% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $481 | $3,048-84.2% | $3,689-87.0% | $2,551-81.1% |
| Participant deferral / active EE | $2,230 | $4,036-44.8% | $5,072-56.0% | $4,139-46.1% |
| Admin fee / account holder | $4,392 | $7,146-38.5% | $8,859-50.4% | $7,234-39.3% |