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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 | $43,888 | $111,814-60.7% | $103,378-57.5% | $145,978-69.9% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 14.37% | 24.80%-10.4pp | 24.91%-10.5pp | 550.52%-536.1pp |
| Employer contribution / active EE | $610 | $4,215-85.5% | $3,870-84.2% | $4,662-86.9% |
| Participant deferral / active EE | $2,219 | $5,618-60.5% | $5,058-56.1% | $6,690-66.8% |
| Admin fee / account holder | $18,703 | $9,764+91.6% | $8,401+122.6% | $13,400+39.6% |