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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 | $50,622 | $78,607-35.6% | $105,624-52.1% | $74,478-32.0% |
| Participation rate | 38.0% | 72.8%-34.8pp | 75.3%-37.3pp | 67.2%-29.2pp |
| Annual return | 11.60% | 15.96%-4.4pp | 116.20%-104.6pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $508 | $2,523-79.9% | $3,168-84.0% | $2,626-80.6% |
| Participant deferral / active EE | $1,987 | $4,325-54.0% | $5,013-60.4% | $4,350-54.3% |
| Admin fee / account holder | $5,575 | $2,220+151.2% | $10,961-49.1% | $1,946+186.5% |