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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 | $38,412 | $96,691-60.3% | $86,656-55.7% | $139,487-72.5% |
| Participation rate | 10.0% | 74.4%-64.4pp | 71.7%-61.7pp | 80.3%-70.3pp |
| Annual return | 20.43% | 106.87%-86.4pp | 593.09%-572.7pp | 373.84%-353.4pp |
| Employer contribution / active EE | $315 | $3,267-90.4% | $3,025-89.6% | $4,755-93.4% |
| Participant deferral / active EE | $2,437 | $4,838-49.6% | $4,439-45.1% | $6,713-63.7% |
| Admin fee / account holder | $2,426 | $6,414-62.2% | $5,619-56.8% | $11,407-78.7% |