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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 | $38,672 | $93,345-58.6% | $119,126-67.5% | $87,485-55.8% |
| Participation rate | 25.0% | 68.7%-43.7pp | 75.8%-50.8pp | 68.9%-43.9pp |
| Annual return | 15.60% | 19.08%-3.5pp | 282.11%-266.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $727 | $3,172-77.1% | $4,034-82.0% | $2,596-72.0% |
| Participant deferral / active EE | $2,139 | $4,099-47.8% | $5,318-59.8% | $4,274-49.9% |
| Admin fee / account holder | $831 | $8,039-89.7% | $10,693-92.2% | $7,775-89.3% |