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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 | $28,603 | $85,171-66.4% | $172,753-83.4% | $72,976-60.8% |
| Participation rate | 55.0% | 70.1%-15.1pp | 82.6%-27.6pp | 69.5%-14.5pp |
| Annual return | 23.65% | 27.32%-3.7pp | 803.00%-779.3pp | 81.02%-57.4pp |
| Employer contribution / active EE | $276 | $3,324-91.7% | $5,144-94.6% | $2,440-88.7% |
| Participant deferral / active EE | $1,461 | $3,260-55.2% | $5,198-71.9% | $3,608-59.5% |
| Admin fee / account holder | $1,146 | $5,880-80.5% | $13,956-91.8% | $5,124-77.6% |