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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 | $53,187 | $56,116-5.2% | $135,768-60.8% | $86,983-38.9% |
| Participation rate | 24.7% | 60.1%-35.5pp | 71.1%-46.4pp | 69.5%-44.9pp |
| Annual return | 27.55% | 125.33%-97.8pp | 526.10%-498.5pp | 25.83%+1.7pp |
| Employer contribution / active EE | $80 | $1,528-94.8% | $3,394-97.6% | $2,584-96.9% |
| Participant deferral / active EE | $1,186 | $2,690-55.9% | $3,977-70.2% | $4,194-71.7% |
| Admin fee / account holder | $5,442 | $4,314+26.1% | $7,048-22.8% | $7,856-30.7% |