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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 | $42,803 | $85,169-49.7% | $172,755-75.2% | $72,983-41.4% |
| Participation rate | 26.3% | 70.1%-43.7pp | 82.6%-56.3pp | 69.5%-43.2pp |
| Annual return | 42.03% | 27.32%+14.7pp | 802.94%-760.9pp | 81.01%-39.0pp |
| Employer contribution / active EE | $205 | $3,324-93.8% | $5,144-96.0% | $2,440-91.6% |
| Participant deferral / active EE | $1,300 | $3,260-60.1% | $5,198-75.0% | $3,608-64.0% |
| Admin fee / account holder | $20,043 | $5,880+240.9% | $13,955+43.6% | $5,124+291.2% |