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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 | $41,789 | $106,923-60.9% | $84,023-50.3% | $152,909-72.7% |
| Participation rate | 40.0% | 75.3%-35.3pp | 69.0%-29.0pp | 82.5%-42.5pp |
| Annual return | 19.22% | 105.02%-85.8pp | 71.32%-52.1pp | 345.46%-326.2pp |
| Employer contribution / active EE | $284 | $2,735-89.6% | $1,984-85.7% | $4,764-94.0% |
| Participant deferral / active EE | $1,563 | $4,013-61.1% | $3,239-51.8% | $5,851-73.3% |
| Admin fee / account holder | $5,447 | $8,289-34.3% | $6,102-10.7% | $11,601-53.1% |