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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 | $40,200 | $89,367-55.0% | $141,191-71.5% | $72,975-44.9% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 31.17% | 111.87%-80.7pp | 71.41%-40.2pp | 81.01%-49.8pp |
| Employer contribution / active EE | $88 | $3,115-97.2% | $4,736-98.1% | $2,440-96.4% |
| Participant deferral / active EE | $4,648 | $5,419-14.2% | $6,710-30.7% | $3,608+28.8% |
| Admin fee / account holder | $810 | $5,957-86.4% | $10,264-92.1% | $5,124-84.2% |