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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 | $41,540 | $93,345-55.5% | $119,126-65.1% | $87,485-52.5% |
| Participation rate | 65.6% | 68.7%-3.1pp | 75.8%-10.1pp | 68.9%-3.3pp |
| Annual return | 13.63% | 19.08%-5.4pp | 282.11%-268.5pp | 26.06%-12.4pp |
| Employer contribution / active EE | $745 | $3,172-76.5% | $4,034-81.5% | $2,596-71.3% |
| Participant deferral / active EE | $1,861 | $4,099-54.6% | $5,318-65.0% | $4,274-56.4% |
| Admin fee / account holder | $1,610 | $8,039-80.0% | $10,693-84.9% | $7,775-79.3% |