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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 | $38,890 | $135,956-71.4% | $123,894-68.6% | $273,972-85.8% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 9.65% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $466 | $5,170-91.0% | $4,617-89.9% | $4,869-90.4% |
| Participant deferral / active EE | $3,908 | $6,343-38.4% | $5,984-34.7% | $5,287-26.1% |
| Admin fee / account holder | $4,089 | $9,817-58.4% | $8,357-51.1% | $10,133-59.6% |