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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 | $37,709 | $61,787-39.0% | $97,197-61.2% | $80,925-53.4% |
| Participation rate | 58.5% | 63.5%-5.0pp | 72.7%-14.2pp | 67.7%-9.2pp |
| Annual return | 11.75% | -558.16%+569.9pp | 75.47%-63.7pp | 35.65%-23.9pp |
| Employer contribution / active EE | $278 | $1,836-84.9% | $2,723-89.8% | $2,756-89.9% |
| Participant deferral / active EE | $1,813 | $3,027-40.1% | $4,263-57.5% | $4,299-57.8% |
| Admin fee / account holder | $4,209 | $5,170-18.6% | $5,637-25.3% | $6,940-39.4% |