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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 | $39,447 | $89,367-55.9% | $141,191-72.1% | $72,975-45.9% |
| Participation rate | 43.6% | 75.1%-31.5pp | 82.5%-38.9pp | 69.5%-25.9pp |
| Annual return | 25.12% | 111.87%-86.7pp | 71.41%-46.3pp | 81.01%-55.9pp |
| Employer contribution / active EE | $335 | $3,115-89.2% | $4,736-92.9% | $2,440-86.3% |
| Participant deferral / active EE | $7,825 | $5,419+44.4% | $6,710+16.6% | $3,608+116.9% |
| Admin fee / account holder | $4,503 | $5,957-24.4% | $10,264-56.1% | $5,124-12.1% |