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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 | $30,355 | $110,379-72.5% | $102,412-70.4% | $145,884-79.2% |
| Participation rate | 31.3% | 77.9%-46.7pp | 74.5%-43.3pp | 80.3%-49.1pp |
| Annual return | 14.23% | 24.84%-10.6pp | 24.94%-10.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $577 | $4,216-86.3% | $3,870-85.1% | $4,662-87.6% |
| Participant deferral / active EE | $3,043 | $5,622-45.9% | $5,060-39.9% | $6,690-54.5% |
| Admin fee / account holder | $3,419 | $9,745-64.9% | $8,388-59.2% | $13,392-74.5% |