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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 | $37,207 | $70,121-46.9% | $63,803-41.7% | $138,895-73.2% |
| Participation rate | 54.2% | 77.2%-23.0pp | 72.7%-18.5pp | 79.9%-25.8pp |
| Annual return | 12.08% | 946.48%-934.4pp | 543.72%-531.6pp | 145.39%-133.3pp |
| Employer contribution / active EE | $184 | $2,882-93.6% | $2,532-92.8% | $4,194-95.6% |
| Participant deferral / active EE | $1,311 | $4,535-71.1% | $3,843-65.9% | $6,396-79.5% |
| Admin fee / account holder | $12,095 | $6,738+79.5% | $5,196+132.8% | $12,562-3.7% |