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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 | $26,300 | $72,071-63.5% | $68,368-61.5% | $137,256-80.8% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 24.98% | 353.14%-328.2pp | 292.57%-267.6pp | 220.34%-195.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,268 | $4,410+110.2% | $4,123+124.8% | $6,407+44.7% |
| Admin fee / account holder | $40,134 | $5,336+652.2% | $5,150+679.3% | $12,270+227.1% |