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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 | $25,158 | $115,796-78.3% | $101,264-75.2% | $158,950-84.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 14.55% | 56.15%-41.6pp | 46.48%-31.9pp | 302.91%-288.4pp |
| Employer contribution / active EE | $614 | $4,175-85.3% | $3,660-83.2% | $4,762-87.1% |
| Participant deferral / active EE | $4,957 | $4,9580% | $4,370+13.4% | $5,983-17.2% |
| Admin fee / account holder | $2,101 | $7,247-71.0% | $5,947-64.7% | $11,248-81.3% |