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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 | $20,818 | $181,062-88.5% | $158,223-86.8% | $155,188-86.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 10.91% | 57.39%-46.5pp | 52.09%-41.2pp | 148.84%-137.9pp |
| Employer contribution / active EE | $622 | $4,565-86.4% | $4,109-84.9% | $4,248-85.4% |
| Participant deferral / active EE | $2,182 | $6,134-64.4% | $5,467-60.1% | $6,531-66.6% |
| Admin fee / account holder | $40,239 | $18,825+113.8% | $16,047+150.8% | $14,480+177.9% |