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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 | $84,177 | $118,875-29.2% | $96,572-12.8% | $167,553-49.8% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.3pp |
| Annual return | 12.71% | 50.50%-37.8pp | 37.79%-25.1pp | 478.89%-466.2pp |
| Employer contribution / active EE | $347 | $3,121-88.9% | $2,357-85.3% | $4,840-92.8% |
| Participant deferral / active EE | $1,846 | $4,617-60.0% | $3,850-52.1% | $6,343-70.9% |
| Admin fee / account holder | $1,458 | $8,070-81.9% | $6,183-76.4% | $12,316-88.2% |