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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 | $33,182 | $111,535-70.3% | $105,223-68.5% | $137,256-75.8% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.0%-28.0pp | 80.0%-32.9pp |
| Annual return | 13.21% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $321 | $3,939-91.9% | $3,689-91.3% | $4,156-92.3% |
| Participant deferral / active EE | $1,492 | $5,500-72.9% | $5,072-70.6% | $6,407-76.7% |
| Admin fee / account holder | $24,784 | $9,721+154.9% | $8,859+179.8% | $12,270+102.0% |