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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 | $46,866 | $100,060-53.2% | $149,721-68.7% | $70,126-33.2% |
| Participation rate | 58.1% | 83.6%-25.5pp | 87.1%-29.0pp | 69.5%-11.4pp |
| Annual return | 16.13% | 27.46%-11.3pp | 1501.67%-1485.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $390 | $3,661-89.3% | $5,444-92.8% | $2,343-83.3% |
| Participant deferral / active EE | $4,303 | $4,982-13.6% | $6,568-34.5% | $3,332+29.2% |
| Admin fee / account holder | $5,234 | $8,285-36.8% | $11,282-53.6% | $4,645+12.7% |