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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 | $39,440 | $106,923-63.1% | $84,023-53.1% | $152,909-74.2% |
| Participation rate | 52.4% | 75.3%-22.9pp | 69.0%-16.6pp | 82.5%-30.1pp |
| Annual return | 17.48% | 105.02%-87.5pp | 71.32%-53.8pp | 345.46%-328.0pp |
| Employer contribution / active EE | $314 | $2,735-88.5% | $1,984-84.2% | $4,764-93.4% |
| Participant deferral / active EE | $1,965 | $4,013-51.0% | $3,239-39.3% | $5,851-66.4% |
| Admin fee / account holder | $4,318 | $8,289-47.9% | $6,102-29.2% | $11,601-62.8% |