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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 | $101,499-59.1% | $147,005-71.8% | $74,546-44.3% |
| Participation rate | 30.3% | 75.5%-45.3pp | 82.2%-51.9pp | 67.2%-36.9pp |
| Annual return | 18.25% | 8732.34%-8714.1pp | 418.76%-400.5pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $941 | $3,811-75.3% | $4,934-80.9% | $2,624-64.1% |
| Participant deferral / active EE | $3,681 | $7,304-49.6% | $8,070-54.4% | $4,347-15.3% |
| Admin fee / account holder | $4,658 | $1,748+166.5% | $13,006-64.2% | $1,944+139.7% |