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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 | $40,793 | $87,166-53.2% | $76,735-46.8% | $137,256-70.3% |
| Participation rate | 37.5% | 74.4%-36.9pp | 69.5%-32.0pp | 80.0%-42.5pp |
| Annual return | 11.40% | 26.50%-15.1pp | 29.77%-18.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $427 | $2,904-85.3% | $2,454-82.6% | $4,156-89.7% |
| Participant deferral / active EE | $3,037 | $4,726-35.7% | $4,088-25.7% | $6,407-52.6% |
| Admin fee / account holder | $51,037 | $8,403+507.4% | $7,189+609.9% | $12,270+315.9% |