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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 | $46,158 | $89,367-48.4% | $141,191-67.3% | $72,975-36.7% |
| Participation rate | 56.1% | 75.1%-19.1pp | 82.5%-26.4pp | 69.5%-13.4pp |
| Annual return | 28.72% | 111.87%-83.1pp | 71.41%-42.7pp | 81.01%-52.3pp |
| Employer contribution / active EE | $351 | $3,115-88.7% | $4,736-92.6% | $2,440-85.6% |
| Participant deferral / active EE | $3,053 | $5,419-43.7% | $6,710-54.5% | $3,608-15.4% |
| Admin fee / account holder | $1,322 | $5,957-77.8% | $10,264-87.1% | $5,124-74.2% |