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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 | $37,206 | $70,666-47.3% | $169,385-78.0% | $75,181-50.5% |
| Participation rate | 35.7% | 64.8%-29.1pp | 77.2%-41.4pp | 67.2%-31.5pp |
| Annual return | 14.13% | 36.37%-22.2pp | 405.82%-391.7pp | 160.69%-146.6pp |
| Employer contribution / active EE | $315 | $2,210-85.8% | $4,012-92.2% | $2,671-88.2% |
| Participant deferral / active EE | $3,580 | $4,308-16.9% | $6,221-42.4% | $4,126-13.2% |
| Admin fee / account holder | $320 | $5,402-94.1% | $9,011-96.4% | $5,650-94.3% |