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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 | $80,674-37.8% | $119,126-57.9% | $64,340-22.0% |
| Participation rate | 46.4% | 55.2%-8.8pp | 75.8%-29.4pp | 55.2%-8.8pp |
| Annual return | 13.19% | 26.86%-13.7pp | 282.11%-268.9pp | 24.14%-11.0pp |
| Employer contribution / active EE | $205 | $2,564-92.0% | $4,034-94.9% | $1,862-89.0% |
| Participant deferral / active EE | $1,668 | $3,053-45.4% | $5,318-68.6% | $2,980-44.0% |
| Admin fee / account holder | $2,667 | $4,559-41.5% | $10,693-75.1% | $3,703-28.0% |