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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 | $50,288 | $66,402-24.3% | $109,895-54.2% | $85,856-41.4% |
| Participation rate | 33.3% | 63.9%-30.5pp | 74.2%-40.9pp | 69.3%-36.0pp |
| Annual return | 11.92% | 19.59%-7.7pp | 29.46%-17.5pp | 318.58%-306.7pp |
| Employer contribution / active EE | $243 | $1,687-85.6% | $2,843-91.4% | $2,565-90.5% |
| Participant deferral / active EE | $1,298 | $2,842-54.3% | $4,049-67.9% | $3,952-67.1% |
| Admin fee / account holder | $16,740 | $4,557+267.3% | $6,067+175.9% | $6,261+167.4% |