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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 | $49,674 | $61,356-19.0% | $149,696-66.8% | $71,511-30.5% |
| Participation rate | 23.9% | 62.5%-38.7pp | 78.8%-54.9pp | 67.9%-44.1pp |
| Annual return | 15.77% | 35.86%-20.1pp | 134.46%-118.7pp | 28.86%-13.1pp |
| Employer contribution / active EE | $20 | $2,382-99.1% | $4,821-99.6% | $2,589-99.2% |
| Participant deferral / active EE | $1,015 | $2,920-65.2% | $5,682-82.1% | $4,291-76.4% |
| Admin fee / account holder | $3,095 | $1,263+145.0% | $13,212-76.6% | $1,588+94.8% |