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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 | $31,005 | $85,171-63.6% | $172,752-82.1% | $72,975-57.5% |
| Participation rate | 61.3% | 70.1%-8.8pp | 82.6%-21.4pp | 69.5%-8.2pp |
| Annual return | 17.19% | 27.32%-10.1pp | 802.97%-785.8pp | 81.01%-63.8pp |
| Employer contribution / active EE | $364 | $3,324-89.1% | $5,144-92.9% | $2,440-85.1% |
| Participant deferral / active EE | $1,874 | $3,260-42.5% | $5,198-63.9% | $3,608-48.0% |
| Admin fee / account holder | $2,841 | $5,880-51.7% | $13,955-79.6% | $5,124-44.5% |