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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 | $25,191 | $103,385-75.6% | $87,104-71.1% | $152,870-83.5% |
| Participation rate | 46.7% | 79.3%-32.7pp | 76.9%-30.2pp | 82.4%-35.8pp |
| Annual return | 19.68% | 28.10%-8.4pp | 28.19%-8.5pp | 345.34%-325.7pp |
| Employer contribution / active EE | $480 | $3,220-85.1% | $2,521-81.0% | $4,763-89.9% |
| Participant deferral / active EE | $2,059 | $4,778-56.9% | $4,049-49.2% | $5,850-64.8% |
| Admin fee / account holder | $20,532 | $12,192+68.4% | $7,490+174.1% | $11,597+77.1% |