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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 | $39,048 | $124,330-68.6% | $109,173-64.2% | $167,536-76.7% |
| Participation rate | 25.0% | 79.5%-54.5pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 13.51% | 26.04%-12.5pp | 25.75%-12.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $600 | $4,209-85.7% | $3,723-83.9% | $4,839-87.6% |
| Participant deferral / active EE | $1,951 | $5,256-62.9% | $4,654-58.1% | $6,342-69.2% |
| Admin fee / account holder | $15,527 | $7,974+94.7% | $6,755+129.9% | $12,315+26.1% |