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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 | $46,196 | $118,869-61.1% | $96,575-52.2% | $167,518-72.4% |
| Participation rate | 21.4% | 75.5%-54.1pp | 69.8%-48.4pp | 82.1%-60.7pp |
| Annual return | 14.75% | 50.49%-35.7pp | 37.79%-23.0pp | 478.71%-464.0pp |
| Employer contribution / active EE | $355 | $3,120-88.6% | $2,357-85.0% | $4,838-92.7% |
| Participant deferral / active EE | $1,419 | $4,616-69.3% | $3,849-63.1% | $6,342-77.6% |
| Admin fee / account holder | $14,074 | $8,067+74.5% | $6,182+127.7% | $12,312+14.3% |