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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 | $40,750 | $96,236-57.7% | $133,698-69.5% | $80,959-49.7% |
| Participation rate | 44.1% | 71.2%-27.1pp | 76.4%-32.4pp | 67.7%-23.6pp |
| Annual return | 14.27% | 28.74%-14.5pp | 580.90%-566.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $261 | $3,350-92.2% | $4,218-93.8% | $2,757-90.5% |
| Participant deferral / active EE | $2,841 | $5,709-50.2% | $7,016-59.5% | $4,300-33.9% |
| Admin fee / account holder | $1,556 | $8,250-81.1% | $6,703-76.8% | $6,925-77.5% |