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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 | $29,903 | $77,908-61.6% | $149,696-80.0% | $75,173-60.2% |
| Participation rate | 37.1% | 65.6%-28.4pp | 78.8%-41.6pp | 67.2%-30.1pp |
| Annual return | 18.81% | 31.73%-12.9pp | 134.46%-115.6pp | 160.72%-141.9pp |
| Employer contribution / active EE | $318 | $3,138-89.9% | $4,821-93.4% | $2,671-88.1% |
| Participant deferral / active EE | $1,271 | $3,411-62.7% | $5,682-77.6% | $4,126-69.2% |
| Admin fee / account holder | $4,481 | $5,950-24.7% | $13,212-66.1% | $5,651-20.7% |