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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 | $35,778 | $110,379-67.6% | $102,412-65.1% | $145,884-75.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 11.44% | 24.84%-13.4pp | 24.94%-13.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $823 | $4,216-80.5% | $3,870-78.7% | $4,662-82.3% |
| Participant deferral / active EE | $3,328 | $5,622-40.8% | $5,060-34.2% | $6,690-50.3% |
| Admin fee / account holder | $207,232 | $9,745+2026.6% | $8,388+2370.7% | $13,392+1447.5% |