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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 | $31,010 | $89,259-65.3% | $107,187-71.1% | $82,637-62.5% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 18.66% | 21.02%-2.4pp | 204.55%-185.9pp | 53.51%-34.8pp |
| Employer contribution / active EE | $400 | $3,080-87.0% | $3,782-89.4% | $2,552-84.3% |
| Participant deferral / active EE | $1,921 | $4,037-52.4% | $5,096-62.3% | $4,126-53.4% |
| Admin fee / account holder | $811 | $7,381-89.0% | $9,162-91.1% | $7,339-88.9% |