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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 | $23,402 | $48,327-51.6% | $67,575-65.4% | $80,935-71.1% |
| Participation rate | 43.6% | 66.4%-22.8pp | 72.9%-29.3pp | 67.7%-24.1pp |
| Annual return | 60.00% | 18.31%+41.7pp | 3528.98%-3469.0pp | 35.66%+24.3pp |
| Employer contribution / active EE | $325 | $2,022-83.9% | $2,736-88.1% | $2,757-88.2% |
| Participant deferral / active EE | $1,871 | $2,927-36.1% | $4,003-53.3% | $4,299-56.5% |
| Admin fee / account holder | $307 | $3,692-91.7% | $3,993-92.3% | $6,924-95.6% |