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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 | $52,076 | $65,072-20.0% | $66,439-21.6% | $65,306-20.3% |
| Participation rate | 51.8% | 69.1%-17.3pp | 74.5%-22.7pp | 57.7%-5.9pp |
| Annual return | 16.05% | 21.50%-5.5pp | 757.66%-741.6pp | 21.94%-5.9pp |
| Employer contribution / active EE | $625 | $2,475-74.8% | $2,637-76.3% | $1,967-68.2% |
| Participant deferral / active EE | $2,386 | $3,234-26.2% | $3,876-38.4% | $2,959-19.4% |
| Admin fee / account holder | $2,573 | $1,323+94.5% | $6,173-58.3% | $3,480-26.1% |