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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 | $28,835 | $89,259-67.7% | $107,187-73.1% | $82,637-65.1% |
| Participation rate | 44.8% | 67.9%-23.1pp | 75.0%-30.2pp | 68.1%-23.2pp |
| Annual return | 29.34% | 21.02%+8.3pp | 204.55%-175.2pp | 53.51%-24.2pp |
| Employer contribution / active EE | $661 | $3,080-78.5% | $3,782-82.5% | $2,552-74.1% |
| Participant deferral / active EE | $3,461 | $4,037-14.3% | $5,096-32.1% | $4,126-16.1% |
| Admin fee / account holder | $5,195 | $7,381-29.6% | $9,162-43.3% | $7,339-29.2% |