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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 | $39,420 | $107,353-63.3% | $92,903-57.6% | $152,885-74.2% |
| Participation rate | 22.2% | 79.8%-57.6pp | 76.0%-53.8pp | 82.5%-60.2pp |
| Annual return | 17.14% | 145.62%-128.5pp | 109.43%-92.3pp | 345.39%-328.2pp |
| Employer contribution / active EE | $627 | $4,222-85.2% | $3,653-82.8% | $4,763-86.8% |
| Participant deferral / active EE | $2,574 | $4,848-46.9% | $4,238-39.3% | $5,851-56.0% |
| Admin fee / account holder | $33,736 | $7,081+376.4% | $5,795+482.2% | $11,598+190.9% |