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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 | $52,500 | $89,367-41.3% | $141,191-62.8% | $72,975-28.1% |
| Participation rate | 58.8% | 75.1%-16.3pp | 82.5%-23.7pp | 69.5%-10.7pp |
| Annual return | 29.03% | 111.87%-82.8pp | 71.41%-42.4pp | 81.01%-52.0pp |
| Employer contribution / active EE | $203 | $3,115-93.5% | $4,736-95.7% | $2,440-91.7% |
| Participant deferral / active EE | $7,998 | $5,419+47.6% | $6,710+19.2% | $3,608+121.7% |
| Admin fee / account holder | $8,267 | $5,957+38.8% | $10,264-19.5% | $5,124+61.3% |