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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 | $30,845 | $55,453-44.4% | $170,439-81.9% | $62,293-50.5% |
| Participation rate | 33.9% | 66.4%-32.5pp | 83.6%-49.7pp | 69.5%-35.7pp |
| Annual return | 49.26% | 21.38%+27.9pp | 205.94%-156.7pp | 28.90%+20.4pp |
| Employer contribution / active EE | $229 | $2,164-89.4% | $5,433-95.8% | $2,042-88.8% |
| Participant deferral / active EE | $2,548 | $2,303+10.7% | $4,939-48.4% | $3,169-19.6% |
| Admin fee / account holder | $1,030 | $455+126.4% | $13,881-92.6% | $479+115.0% |