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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 | $45,291 | $111,814-59.5% | $103,378-56.2% | $145,978-69.0% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 10.07% | 24.80%-14.7pp | 24.91%-14.8pp | 550.52%-540.5pp |
| Employer contribution / active EE | $730 | $4,215-82.7% | $3,870-81.1% | $4,662-84.3% |
| Participant deferral / active EE | $2,189 | $5,618-61.0% | $5,058-56.7% | $6,690-67.3% |
| Admin fee / account holder | $77,743 | $9,764+696.2% | $8,401+825.4% | $13,400+480.2% |