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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 | $52,416 | $88,672-40.9% | $105,223-50.2% | $82,448-36.4% |
| Participation rate | 48.3% | 67.9%-19.6pp | 75.0%-26.8pp | 68.1%-19.8pp |
| Annual return | 13.17% | 30.86%-17.7pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $565 | $3,048-81.5% | $3,689-84.7% | $2,551-77.9% |
| Participant deferral / active EE | $2,473 | $4,036-38.7% | $5,072-51.2% | $4,139-40.3% |
| Admin fee / account holder | $34,729 | $7,146+386.0% | $8,859+292.0% | $7,234+380.1% |