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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 | $39,123 | $88,672-55.9% | $105,223-62.8% | $82,448-52.5% |
| Participation rate | 23.5% | 67.9%-44.4pp | 75.0%-51.5pp | 68.1%-44.5pp |
| Annual return | 17.86% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $699 | $3,048-77.1% | $3,689-81.0% | $2,551-72.6% |
| Participant deferral / active EE | $1,818 | $4,036-54.9% | $5,072-64.1% | $4,139-56.1% |
| Admin fee / account holder | $6,260 | $7,146-12.4% | $8,859-29.3% | $7,234-13.5% |