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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 | $96,731-45.8% | $123,973-57.7% | $86,983-39.7% |
| Participation rate | 48.3% | 70.0%-21.7pp | 76.7%-28.4pp | 69.5%-21.3pp |
| Annual return | 13.17% | 17.33%-4.2pp | 388.13%-375.0pp | 25.83%-12.7pp |
| Employer contribution / active EE | $565 | $3,297-82.9% | $4,126-86.3% | $2,584-78.1% |
| Participant deferral / active EE | $2,473 | $4,152-40.4% | $5,247-52.9% | $4,194-41.0% |
| Admin fee / account holder | $34,729 | $8,722+298.2% | $11,799+194.3% | $7,856+342.1% |