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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 | $45,577 | $80,992-43.7% | $96,534-52.8% | $75,173-39.4% |
| Participation rate | 38.7% | 71.8%-33.1pp | 76.0%-37.3pp | 67.2%-28.5pp |
| Annual return | 58.19% | 27.05%+31.1pp | 25.88%+32.3pp | 160.72%-102.5pp |
| Employer contribution / active EE | $504 | $2,283-77.9% | $2,965-83.0% | $2,671-81.1% |
| Participant deferral / active EE | $2,182 | $3,929-44.5% | $4,851-55.0% | $4,126-47.1% |
| Admin fee / account holder | $362 | $6,717-94.6% | $8,253-95.6% | $5,651-93.6% |