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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 | $30,054 | $91,179-67.0% | $178,499-83.2% | $79,852-62.4% |
| Participation rate | 53.3% | 69.2%-15.9pp | 81.9%-28.6pp | 69.6%-16.3pp |
| Annual return | 53.86% | 24.19%+29.7pp | 151.10%-97.2pp | 31.72%+22.1pp |
| Employer contribution / active EE | $281 | $3,256-91.4% | $5,011-94.4% | $2,471-88.6% |
| Participant deferral / active EE | $1,638 | $3,236-49.4% | $5,202-68.5% | $3,740-56.2% |
| Admin fee / account holder | $2,693 | $6,749-60.1% | $13,986-80.7% | $5,306-49.3% |