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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 | $40,103 | $124,346-67.7% | $111,308-64.0% | $167,536-76.1% |
| Participation rate | 56.3% | 79.6%-23.4pp | 77.3%-21.1pp | 82.1%-25.9pp |
| Annual return | 11.77% | 37.45%-25.7pp | 54.67%-42.9pp | 478.82%-467.0pp |
| Employer contribution / active EE | $687 | $3,437-80.0% | $2,732-74.9% | $4,839-85.8% |
| Participant deferral / active EE | $1,751 | $5,182-66.2% | $4,487-61.0% | $6,342-72.4% |
| Admin fee / account holder | $1,150 | $10,621-89.2% | $7,965-85.6% | $12,315-90.7% |