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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 | $40,470 | $58,241-30.5% | $81,780-50.5% | $80,911-50.0% |
| Participation rate | 12.5% | 63.4%-50.9pp | 72.4%-59.9pp | 67.6%-55.1pp |
| Annual return | 12.44% | 41.73%-29.3pp | 776.27%-763.8pp | 35.63%-23.2pp |
| Employer contribution / active EE | $127 | $2,343-94.6% | $2,914-95.7% | $2,756-95.4% |
| Participant deferral / active EE | $1,637 | $3,283-50.1% | $4,321-62.1% | $4,297-61.9% |
| Admin fee / account holder | $376 | $4,973-92.4% | $7,384-94.9% | $6,935-94.6% |