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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 | $43,531 | $53,063-18.0% | $124,206-65.0% | $82,637-47.3% |
| Participation rate | 29.5% | 58.4%-28.9pp | 69.6%-40.1pp | 68.1%-38.6pp |
| Annual return | 24.86% | 68.87%-44.0pp | 515.27%-490.4pp | 53.51%-28.7pp |
| Employer contribution / active EE | $237 | $1,530-84.5% | $3,540-93.3% | $2,552-90.7% |
| Participant deferral / active EE | $1,601 | $2,644-39.5% | $3,968-59.6% | $4,126-61.2% |
| Admin fee / account holder | $2,018 | $4,281-52.9% | $5,929-66.0% | $7,339-72.5% |