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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 | $40,363 | $77,908-48.2% | $149,696-73.0% | $75,173-46.3% |
| Participation rate | 18.4% | 65.6%-47.2pp | 78.8%-60.4pp | 67.2%-48.8pp |
| Annual return | 26.20% | 31.73%-5.5pp | 134.46%-108.3pp | 160.72%-134.5pp |
| Employer contribution / active EE | $263 | $3,138-91.6% | $4,821-94.5% | $2,671-90.1% |
| Participant deferral / active EE | $2,268 | $3,411-33.5% | $5,682-60.1% | $4,126-45.0% |
| Admin fee / account holder | $1,617 | $5,950-72.8% | $13,212-87.8% | $5,651-71.4% |