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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 | $111,787-61.4% | $93,681-53.9% | $145,978-70.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 18.25% | 203.52%-185.3pp | 133.47%-115.2pp | 550.52%-532.3pp |
| Employer contribution / active EE | $374 | $3,093-87.9% | $2,422-84.6% | $4,662-92.0% |
| Participant deferral / active EE | $1,738 | $4,918-64.7% | $4,415-60.6% | $6,690-74.0% |
| Admin fee / account holder | $473 | $10,256-95.4% | $8,290-94.3% | $13,400-96.5% |