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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 | $36,219 | $108,882-66.7% | $96,754-62.6% | $154,746-76.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 17.98% | 98.39%-80.4pp | 82.04%-64.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $22 | $3,018-99.3% | $2,679-99.2% | $4,379-99.5% |
| Participant deferral / active EE | $3,618 | $5,323-32.0% | $4,758-24.0% | $6,730-46.2% |
| Admin fee / account holder | $2,233 | $10,200-78.1% | $8,905-74.9% | $14,365-84.5% |