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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 | $50,559 | $208,088-75.7% | $186,193-72.8% | $154,746-67.3% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.1%-37.1pp | 80.7%-40.7pp |
| Annual return | 19.40% | 89.97%-70.6pp | 78.03%-58.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $210 | $4,340-95.2% | $3,918-94.6% | $4,379-95.2% |
| Participant deferral / active EE | $2,600 | $7,078-63.3% | $6,513-60.1% | $6,730-61.4% |
| Admin fee / account holder | $320 | $11,698-97.3% | $11,058-97.1% | $14,365-97.8% |