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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 | $41,161 | $88,672-53.6% | $105,223-60.9% | $82,448-50.1% |
| Participation rate | 20.5% | 67.9%-47.5pp | 75.0%-54.6pp | 68.1%-47.6pp |
| Annual return | 16.53% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $547 | $3,048-82.0% | $3,689-85.2% | $2,551-78.5% |
| Participant deferral / active EE | $2,049 | $4,036-49.2% | $5,072-59.6% | $4,139-50.5% |
| Admin fee / account holder | $8,070 | $7,146+12.9% | $8,859-8.9% | $7,234+11.5% |