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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 | $35,958 | $116,175-69.0% | $93,609-61.6% | $152,870-76.5% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.4%-22.4pp |
| Annual return | 20.59% | 35.96%-15.4pp | 32.76%-12.2pp | 345.34%-324.8pp |
| Employer contribution / active EE | $384 | $3,218-88.1% | $2,718-85.9% | $4,763-91.9% |
| Participant deferral / active EE | $1,534 | $4,603-66.7% | $4,069-62.3% | $5,850-73.8% |
| Admin fee / account holder | $3,101 | $10,748-71.2% | $7,889-60.7% | $11,597-73.3% |