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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 | $50,162 | $90,170-44.4% | $150,734-66.7% | $69,733-28.1% |
| Participation rate | 46.4% | 60.2%-13.8pp | 78.4%-32.0pp | 62.5%-16.0pp |
| Annual return | 13.19% | 16.56%-3.4pp | 600.81%-587.6pp | 15.22%-2.0pp |
| Employer contribution / active EE | $205 | $3,428-94.0% | $4,918-95.8% | $2,250-90.9% |
| Participant deferral / active EE | $1,668 | $3,086-46.0% | $5,610-70.3% | $3,054-45.4% |
| Admin fee / account holder | $2,667 | $4,600-42.0% | $14,905-82.1% | $3,102-14.0% |