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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 | $40,454 | $226,135-82.1% | $182,558-77.8% | $152,909-73.5% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.0%-30.9pp | 82.5%-35.4pp |
| Annual return | 12.74% | 192.60%-179.9pp | 148.59%-135.8pp | 345.46%-332.7pp |
| Employer contribution / active EE | $265 | $4,979-94.7% | $4,076-93.5% | $4,764-94.4% |
| Participant deferral / active EE | $2,439 | $6,371-61.7% | $5,526-55.9% | $5,851-58.3% |
| Admin fee / account holder | $14,984 | $10,707+39.9% | $8,594+74.3% | $11,601+29.2% |