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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 | $40,172 | $88,672-54.7% | $105,223-61.8% | $82,448-51.3% |
| Participation rate | 51.6% | 67.9%-16.3pp | 75.0%-23.4pp | 68.1%-16.5pp |
| Annual return | 17.44% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $625 | $3,048-79.5% | $3,689-83.1% | $2,551-75.5% |
| Participant deferral / active EE | $2,594 | $4,036-35.7% | $5,072-48.9% | $4,139-37.3% |
| Admin fee / account holder | $1,581 | $7,146-77.9% | $8,859-82.2% | $7,234-78.2% |