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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 | $47,700 | $111,830-57.3% | $93,696-49.1% | $145,884-67.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.33% | 204.08%-189.7pp | 133.74%-119.4pp | 551.85%-537.5pp |
| Employer contribution / active EE | $259 | $3,093-91.6% | $2,422-89.3% | $4,662-94.5% |
| Participant deferral / active EE | $2,365 | $4,920-51.9% | $4,417-46.5% | $6,690-64.7% |
| Admin fee / account holder | $1,787 | $10,249-82.6% | $8,287-78.4% | $13,392-86.7% |