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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 | $20,822 | $40,275-48.3% | $57,356-63.7% | $59,633-65.1% |
| Participation rate | 50.0% | 69.1%-19.1pp | 75.1%-25.1pp | 68.7%-18.7pp |
| Annual return | 5.64% | 27.52%-21.9pp | 24.41%-18.8pp | 2041.45%-2035.8pp |
| Employer contribution / active EE | $225 | $1,921-88.3% | $2,689-91.6% | $2,203-89.8% |
| Participant deferral / active EE | $1,674 | $2,400-30.2% | $3,162-47.0% | $3,192-47.5% |
| Admin fee / account holder | $4,840 | $2,820+71.6% | $3,357+44.2% | $4,297+12.6% |