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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 | $29,711 | $83,337-64.3% | $67,834-56.2% | $273,972-89.2% |
| Participation rate | 33.3% | 76.4%-43.1pp | 68.8%-35.5pp | 83.0%-49.7pp |
| Annual return | 8.09% | 259.45%-251.4pp | 138.47%-130.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $267 | $3,287-91.9% | $2,403-88.9% | $4,869-94.5% |
| Participant deferral / active EE | $1,625 | $4,088-60.3% | $3,160-48.6% | $5,287-69.3% |
| Admin fee / account holder | $10,759 | $6,752+59.3% | $4,622+132.8% | $10,133+6.2% |