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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 | $43,164 | $111,830-61.4% | $93,696-53.9% | $145,884-70.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 18.25% | 204.08%-185.8pp | 133.74%-115.5pp | 551.85%-533.6pp |
| Employer contribution / active EE | $374 | $3,093-87.9% | $2,422-84.6% | $4,662-92.0% |
| Participant deferral / active EE | $1,738 | $4,920-64.7% | $4,417-60.6% | $6,690-74.0% |
| Admin fee / account holder | $473 | $10,249-95.4% | $8,287-94.3% | $13,392-96.5% |