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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 | $40,853 | $76,551-46.6% | $123,894-67.0% | $62,881-35.0% |
| Participation rate | 61.9% | 73.0%-11.1pp | 81.4%-19.5pp | 69.3%-7.4pp |
| Annual return | 49.15% | 18.68%+30.5pp | 47.52%+1.6pp | 20.14%+29.0pp |
| Employer contribution / active EE | $37 | $2,882-98.7% | $4,617-99.2% | $2,281-98.4% |
| Participant deferral / active EE | $6,321 | $4,840+30.6% | $5,984+5.6% | $3,203+97.3% |
| Admin fee / account holder | $2,431 | $4,826-49.6% | $8,357-70.9% | $4,296-43.4% |