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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 | $20,346 | $102,638-80.2% | $81,991-75.2% | $158,966-87.2% |
| Participation rate | 61.5% | 75.5%-14.0pp | 69.3%-7.7pp | 82.0%-20.4pp |
| Annual return | 14.74% | 61.05%-46.3pp | 41.31%-26.6pp | 302.95%-288.2pp |
| Employer contribution / active EE | $434 | $3,241-86.6% | $2,498-82.6% | $4,762-90.9% |
| Participant deferral / active EE | $1,558 | $4,649-66.5% | $3,722-58.1% | $5,983-74.0% |
| Admin fee / account holder | $4,584 | $8,237-44.3% | $5,665-19.1% | $11,250-59.3% |