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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 | $47,042 | $91,037-48.3% | $71,671-34.4% | $147,586-68.1% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 15.57% | 20.48%-4.9pp | 20.65%-5.1pp | 578.59%-563.0pp |
| Employer contribution / active EE | $132 | $3,327-96.0% | $2,460-94.6% | $4,876-97.3% |
| Participant deferral / active EE | $1,701 | $4,498-62.2% | $3,438-50.5% | $5,439-68.7% |
| Admin fee / account holder | $605 | $8,613-93.0% | $5,558-89.1% | $10,886-94.4% |