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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 | $41,075 | $100,041-58.9% | $149,718-72.6% | $70,131-41.4% |
| Participation rate | 69.6% | 83.6%-13.9pp | 87.1%-17.4pp | 69.5%+0.1pp |
| Annual return | 25.76% | 27.43%-1.7pp | 1501.70%-1475.9pp | 73.14%-47.4pp |
| Employer contribution / active EE | $1,037 | $3,662-71.7% | $5,444-80.9% | $2,342-55.7% |
| Participant deferral / active EE | $10,409 | $4,983+108.9% | $6,568+58.5% | $3,332+212.4% |
| Admin fee / account holder | $393 | $8,286-95.3% | $11,283-96.5% | $4,645-91.5% |