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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 | $55,091 | $112,935-51.2% | $90,970-39.4% | $158,966-65.3% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 4.95% | 215.79%-210.8pp | 134.58%-129.6pp | 302.95%-298.0pp |
| Employer contribution / active EE | $400 | $2,895-86.2% | $2,122-81.2% | $4,762-91.6% |
| Participant deferral / active EE | $1,469 | $4,129-64.4% | $3,373-56.4% | $5,983-75.4% |
| Admin fee / account holder | $457 | $8,045-94.3% | $5,960-92.3% | $11,250-95.9% |