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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 | $63,144 | $98,776-36.1% | $149,745-57.8% | $79,856-20.9% |
| Participation rate | 40.4% | 75.8%-35.4pp | 82.5%-42.1pp | 69.6%-29.3pp |
| Annual return | 15.68% | 27.38%-11.7pp | 276.72%-261.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $352 | $3,217-89.1% | $4,646-92.4% | $2,471-85.8% |
| Participant deferral / active EE | $2,599 | $5,681-54.3% | $6,843-62.0% | $3,741-30.5% |
| Admin fee / account holder | $2,712 | $6,053-55.2% | $9,312-70.9% | $5,306-48.9% |