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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 | $49,348 | $125,797-60.8% | $170,043-71.0% | $75,173-34.4% |
| Participation rate | 51.2% | 83.6%-32.4pp | 87.0%-35.8pp | 67.2%-16.0pp |
| Annual return | 25.23% | 27.20%-2.0pp | 53.40%-28.2pp | 160.72%-135.5pp |
| Employer contribution / active EE | $1,092 | $4,616-76.4% | $6,790-83.9% | $2,671-59.1% |
| Participant deferral / active EE | $5,587 | $6,838-18.3% | $10,410-46.3% | $4,126+35.4% |
| Admin fee / account holder | $23,458 | $8,177+186.9% | $12,824+82.9% | $5,651+315.1% |