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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 | $31,822 | $150,207-78.8% | $120,380-73.6% | $145,978-78.2% |
| Participation rate | 11.1% | 78.8%-67.7pp | 71.9%-60.8pp | 80.3%-69.2pp |
| Annual return | 10.39% | 154.28%-143.9pp | 107.28%-96.9pp | 550.52%-540.1pp |
| Employer contribution / active EE | $668 | $4,351-84.6% | $3,465-80.7% | $4,662-85.7% |
| Participant deferral / active EE | $2,032 | $6,175-67.1% | $4,992-59.3% | $6,690-69.6% |
| Admin fee / account holder | $23,668 | $12,203+93.9% | $9,421+151.2% | $13,400+76.6% |