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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 | $55,516 | $99,652-44.3% | $78,778-29.5% | $147,586-62.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 11.20% | 47.28%-36.1pp | 35.62%-24.4pp | 578.59%-567.4pp |
| Employer contribution / active EE | $186 | $2,796-93.4% | $1,986-90.7% | $4,876-96.2% |
| Participant deferral / active EE | $1,687 | $3,664-53.9% | $2,958-43.0% | $5,439-69.0% |
| Admin fee / account holder | $1,688 | $7,155-76.4% | $5,134-67.1% | $10,886-84.5% |