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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 | $42,860 | $100,041-57.2% | $149,718-71.4% | $70,131-38.9% |
| Participation rate | 67.2% | 83.6%-16.4pp | 87.1%-19.9pp | 69.5%-2.4pp |
| Annual return | 17.00% | 27.43%-10.4pp | 1501.70%-1484.7pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,052 | $3,662-71.3% | $5,444-80.7% | $2,342-55.1% |
| Participant deferral / active EE | $2,360 | $4,983-52.6% | $6,568-64.1% | $3,332-29.2% |
| Admin fee / account holder | $2,138 | $8,286-74.2% | $11,283-81.1% | $4,645-54.0% |