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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 | $27,177 | $110,410-75.4% | $102,437-73.5% | $145,897-81.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 13.69% | 24.85%-11.2pp | 24.95%-11.3pp | 552.29%-538.6pp |
| Employer contribution / active EE | $757 | $4,217-82.1% | $3,871-80.5% | $4,663-83.8% |
| Participant deferral / active EE | $3,248 | $5,622-42.2% | $5,060-35.8% | $6,689-51.4% |
| Admin fee / account holder | $1,448 | $9,745-85.1% | $8,388-82.7% | $13,390-89.2% |