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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 | $35,653 | $90,530-60.6% | $76,030-53.1% | $145,897-75.6% |
| Participation rate | 16.7% | 74.4%-57.8pp | 69.1%-52.4pp | 80.3%-63.6pp |
| Annual return | 17.57% | 625.08%-607.5pp | 361.54%-344.0pp | 552.29%-534.7pp |
| Employer contribution / active EE | $226 | $3,319-93.2% | $2,688-91.6% | $4,663-95.2% |
| Participant deferral / active EE | $1,223 | $5,164-76.3% | $4,257-71.3% | $6,689-81.7% |
| Admin fee / account holder | $1,572 | $8,383-81.3% | $6,421-75.5% | $13,390-88.3% |