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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 | $40,856 | $104,251-60.8% | $91,004-55.1% | $147,586-72.3% |
| Participation rate | 30.8% | 78.2%-47.5pp | 75.6%-44.8pp | 82.8%-52.1pp |
| Annual return | 16.18% | 27.06%-10.9pp | 4.60%+11.6pp | 578.59%-562.4pp |
| Employer contribution / active EE | $201 | $3,116-93.5% | $2,456-91.8% | $4,876-95.9% |
| Participant deferral / active EE | $1,840 | $4,195-56.1% | $3,548-48.1% | $5,439-66.2% |
| Admin fee / account holder | $143,097 | $8,948+1499.2% | $5,417+2541.4% | $10,886+1214.5% |