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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 | $43,703 | $111,785-60.9% | $93,669-53.3% | $145,877-70.0% |
| Participation rate | 47.4% | 74.2%-26.9pp | 68.7%-21.4pp | 80.3%-32.9pp |
| Annual return | 7.96% | 203.79%-195.8pp | 133.59%-125.6pp | 551.28%-543.3pp |
| Employer contribution / active EE | $407 | $3,096-86.9% | $2,424-83.2% | $4,663-91.3% |
| Participant deferral / active EE | $1,416 | $4,919-71.2% | $4,416-67.9% | $6,691-78.8% |
| Admin fee / account holder | $3,617 | $10,256-64.7% | $8,291-56.4% | $13,402-73.0% |