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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 | $33,129 | $51,638-35.8% | $68,368-51.5% | $82,448-59.8% |
| Participation rate | 38.6% | 63.6%-25.0pp | 73.8%-35.1pp | 68.1%-29.4pp |
| Annual return | 13.79% | 37.53%-23.7pp | 292.57%-278.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $153 | $2,047-92.5% | $2,649-94.2% | $2,551-94.0% |
| Participant deferral / active EE | $1,591 | $2,914-45.4% | $4,123-61.4% | $4,139-61.6% |
| Admin fee / account holder | $5,763 | $4,643+24.1% | $5,150+11.9% | $7,234-20.3% |