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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 | $53,441 | $105,284-49.2% | $150,734-64.5% | $94,015-43.2% |
| Participation rate | 51.9% | 71.7%-19.9pp | 78.4%-26.6pp | 70.8%-19.0pp |
| Annual return | 13.95% | 15.67%-1.7pp | 600.81%-586.9pp | 17.84%-3.9pp |
| Employer contribution / active EE | $397 | $3,599-89.0% | $4,918-91.9% | $2,790-85.8% |
| Participant deferral / active EE | $2,651 | $4,274-38.0% | $5,610-52.7% | $4,249-37.6% |
| Admin fee / account holder | $1,419 | $9,839-85.6% | $14,905-90.5% | $8,951-84.1% |