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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 | $40,808 | $85,171-52.1% | $172,752-76.4% | $72,975-44.1% |
| Participation rate | 31.5% | 70.1%-38.5pp | 82.6%-51.1pp | 69.5%-38.0pp |
| Annual return | 32.82% | 27.32%+5.5pp | 802.97%-770.1pp | 81.01%-48.2pp |
| Employer contribution / active EE | $221 | $3,324-93.4% | $5,144-95.7% | $2,440-91.0% |
| Participant deferral / active EE | $2,895 | $3,260-11.2% | $5,198-44.3% | $3,608-19.7% |
| Admin fee / account holder | $2,063 | $5,880-64.9% | $13,955-85.2% | $5,124-59.7% |