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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 | $32,489 | $100,203-67.6% | $85,240-61.9% | $145,897-77.7% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.9pp |
| Annual return | 8.87% | 84.28%-75.4pp | 66.75%-57.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $283 | $3,242-91.3% | $2,735-89.7% | $4,663-93.9% |
| Participant deferral / active EE | $6,808 | $5,299+28.5% | $4,527+50.4% | $6,689+1.8% |
| Admin fee / account holder | $17,265 | $7,265+137.6% | $6,165+180.1% | $13,390+28.9% |