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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 | $49,505 | $29,319+68.8% | $52,425-5.6% | $82,448-40.0% |
| Participation rate | 30.8% | 46.9%-16.1pp | 55.6%-24.9pp | 68.1%-37.3pp |
| Annual return | 16.41% | 535.20%-518.8pp | 302.12%-285.7pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,346 | $1,171+14.9% | $1,790-24.8% | $4,139-67.5% |
| Admin fee / account holder | $1,045 | $1,962-46.8% | $2,495-58.1% | $7,234-85.6% |