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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 | $35,050 | $157,304-77.7% | $141,197-75.2% | $152,909-77.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.01% | 64.34%-44.3pp | 71.41%-51.4pp | 345.46%-325.5pp |
| Employer contribution / active EE | $500 | $5,263-90.5% | $4,736-89.4% | $4,764-89.5% |
| Participant deferral / active EE | $2,852 | $7,111-59.9% | $6,710-57.5% | $5,851-51.3% |
| Admin fee / account holder | $2,138 | $12,126-82.4% | $10,265-79.2% | $11,601-81.6% |