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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 | $83,369-39.8% | $105,223-52.3% | $67,986-26.2% |
| Participation rate | 46.4% | 56.3%-9.9pp | 75.0%-28.6pp | 57.2%-10.8pp |
| Annual return | 13.19% | 24.64%-11.5pp | 180.65%-167.5pp | 31.67%-18.5pp |
| Employer contribution / active EE | $205 | $2,541-91.9% | $3,689-94.5% | $2,019-89.9% |
| Participant deferral / active EE | $1,668 | $3,295-49.4% | $5,072-67.1% | $3,358-50.3% |
| Admin fee / account holder | $2,667 | $4,073-34.5% | $8,859-69.9% | $3,203-16.7% |