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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 | $41,739 | $48,432-13.8% | $121,204-65.6% | $71,511-41.6% |
| Participation rate | 32.3% | 54.3%-22.0pp | 69.5%-37.3pp | 67.9%-35.7pp |
| Annual return | 20.76% | 23.28%-2.5pp | 987.18%-966.4pp | 28.86%-8.1pp |
| Employer contribution / active EE | $340 | $1,493-77.2% | $4,170-91.8% | $2,589-86.9% |
| Participant deferral / active EE | $2,394 | $2,756-13.2% | $4,083-41.4% | $4,291-44.2% |
| Admin fee / account holder | $599 | $1,845-67.5% | $5,651-89.4% | $1,588-62.3% |