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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 | $38,213 | $51,638-26.0% | $68,368-44.1% | $82,448-53.7% |
| Participation rate | 38.5% | 63.6%-25.1pp | 73.8%-35.3pp | 68.1%-29.6pp |
| Annual return | 15.68% | 37.53%-21.9pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $173 | $2,047-91.6% | $2,649-93.5% | $2,551-93.2% |
| Participant deferral / active EE | $3,731 | $2,914+28.0% | $4,123-9.5% | $4,139-9.9% |
| Admin fee / account holder | $7,800 | $4,643+68.0% | $5,150+51.5% | $7,234+7.8% |