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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 | $44,963 | $110,379-59.3% | $102,412-56.1% | $145,884-69.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 14.23% | 24.84%-10.6pp | 24.94%-10.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $128 | $4,216-97.0% | $3,870-96.7% | $4,662-97.2% |
| Participant deferral / active EE | $2,923 | $5,622-48.0% | $5,060-42.2% | $6,690-56.3% |
| Admin fee / account holder | $25,596 | $9,745+162.7% | $8,388+205.2% | $13,392+91.1% |