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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 | $29,808 | $80,812-63.1% | $160,784-81.5% | $82,448-63.8% |
| Participation rate | 45.7% | 66.2%-20.6pp | 77.0%-31.3pp | 68.1%-22.4pp |
| Annual return | 13.69% | 100.59%-86.9pp | 1803.92%-1790.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $162 | $2,174-92.6% | $3,733-95.7% | $2,551-93.7% |
| Participant deferral / active EE | $2,031 | $4,335-53.2% | $6,293-67.7% | $4,139-50.9% |
| Admin fee / account holder | $4,467 | $7,695-41.9% | $9,717-54.0% | $7,234-38.2% |