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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 | $36,144 | $58,391-38.1% | $76,657-52.8% | $72,975-50.5% |
| Participation rate | 31.3% | 67.4%-36.1pp | 72.1%-40.8pp | 69.5%-38.2pp |
| Annual return | 20.01% | 2306.65%-2286.6pp | 1166.74%-1146.7pp | 81.01%-61.0pp |
| Employer contribution / active EE | $295 | $1,787-83.5% | $2,303-87.2% | $2,440-87.9% |
| Participant deferral / active EE | $1,632 | $2,690-39.3% | $3,335-51.1% | $3,608-54.8% |
| Admin fee / account holder | $8,590 | $4,014+114.0% | $6,423+33.7% | $5,124+67.6% |