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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 | $57,040 | $111,878-49.0% | $93,727-39.1% | $145,897-60.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 16.22% | 204.28%-188.1pp | 133.83%-117.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $499 | $3,092-83.9% | $2,421-79.4% | $4,663-89.3% |
| Participant deferral / active EE | $2,918 | $4,920-40.7% | $4,417-33.9% | $6,689-56.4% |
| Admin fee / account holder | $2,380 | $10,256-76.8% | $8,292-71.3% | $13,390-82.2% |