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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 | $38,131 | $88,672-57.0% | $105,223-63.8% | $82,448-53.8% |
| Participation rate | 51.9% | 67.9%-16.0pp | 75.0%-23.1pp | 68.1%-16.1pp |
| Annual return | 21.43% | 30.86%-9.4pp | 180.65%-159.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $571 | $3,048-81.3% | $3,689-84.5% | $2,551-77.6% |
| Participant deferral / active EE | $2,542 | $4,036-37.0% | $5,072-49.9% | $4,139-38.6% |
| Admin fee / account holder | $2,953 | $7,146-58.7% | $8,859-66.7% | $7,234-59.2% |