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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 | $54,108 | $85,766-36.9% | $136,298-60.3% | $70,126-22.8% |
| Participation rate | 18.8% | 74.2%-55.3pp | 81.9%-63.1pp | 69.5%-50.7pp |
| Annual return | 14.92% | 31.46%-16.5pp | 5156.27%-5141.4pp | 73.15%-58.2pp |
| Employer contribution / active EE | $392 | $2,966-86.8% | $4,696-91.6% | $2,343-83.3% |
| Participant deferral / active EE | $2,181 | $5,051-56.8% | $6,247-65.1% | $3,332-34.5% |
| Admin fee / account holder | $7,157 | $5,421+32.0% | $9,244-22.6% | $4,645+54.1% |