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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 | $43,963 | $100,203-56.1% | $85,240-48.4% | $145,897-69.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 11.32% | 84.28%-73.0pp | 66.75%-55.4pp | 552.29%-541.0pp |
| Employer contribution / active EE | $182 | $3,242-94.4% | $2,735-93.4% | $4,663-96.1% |
| Participant deferral / active EE | $2,595 | $5,299-51.0% | $4,527-42.7% | $6,689-61.2% |
| Admin fee / account holder | $8,824 | $7,265+21.5% | $6,165+43.1% | $13,390-34.1% |