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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 | $22,968 | $92,766-75.2% | $82,763-72.2% | $134,545-82.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 16.16% | 946.97%-930.8pp | 702.45%-686.3pp | 418.37%-402.2pp |
| Employer contribution / active EE | $290 | $3,273-91.1% | $3,008-90.4% | $4,742-93.9% |
| Participant deferral / active EE | $2,310 | $4,802-51.9% | $4,395-47.5% | $6,401-63.9% |
| Admin fee / account holder | $1,709 | $5,978-71.4% | $5,325-67.9% | $11,431-85.0% |