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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 | $41,520 | $101,672-59.2% | $147,117-71.8% | $74,478-44.3% |
| Participation rate | 30.3% | 75.5%-45.3pp | 82.2%-51.9pp | 67.2%-36.9pp |
| Annual return | 18.25% | 8757.83%-8739.6pp | 420.54%-402.3pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $941 | $3,813-75.3% | $4,932-80.9% | $2,626-64.2% |
| Participant deferral / active EE | $3,681 | $7,305-49.6% | $8,065-54.4% | $4,350-15.4% |
| Admin fee / account holder | $4,658 | $1,753+165.7% | $12,993-64.2% | $1,946+139.4% |