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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 | $39,979 | $93,345-57.2% | $119,126-66.4% | $87,485-54.3% |
| Participation rate | 59.2% | 68.7%-9.5pp | 75.8%-16.6pp | 68.9%-9.7pp |
| Annual return | 14.49% | 19.08%-4.6pp | 282.11%-267.6pp | 26.06%-11.6pp |
| Employer contribution / active EE | $652 | $3,172-79.4% | $4,034-83.8% | $2,596-74.9% |
| Participant deferral / active EE | $2,305 | $4,099-43.8% | $5,318-56.7% | $4,274-46.1% |
| Admin fee / account holder | $961 | $8,039-88.0% | $10,693-91.0% | $7,775-87.6% |