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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 | $23,376 | $95,979-75.6% | $74,551-68.6% | $135,380-82.7% |
| Participation rate | 28.6% | 75.7%-47.1pp | 69.1%-40.6pp | 82.6%-54.1pp |
| Annual return | 84.88% | 56.97%+27.9pp | 32.53%+52.3pp | 519.81%-434.9pp |
| Employer contribution / active EE | $90 | $2,716-96.7% | $1,961-95.4% | $4,779-98.1% |
| Participant deferral / active EE | $1,107 | $3,844-71.2% | $3,108-64.4% | $5,609-80.3% |
| Admin fee / account holder | $4,960 | $6,522-23.9% | $5,059-2.0% | $10,828-54.2% |