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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 | $29,254 | $70,684-58.6% | $169,390-82.7% | $75,173-61.1% |
| Participation rate | 56.1% | 64.8%-8.7pp | 77.2%-21.1pp | 67.2%-11.1pp |
| Annual return | 16.29% | 36.38%-20.1pp | 406.07%-389.8pp | 160.72%-144.4pp |
| Employer contribution / active EE | $358 | $2,211-83.8% | $4,013-91.1% | $2,671-86.6% |
| Participant deferral / active EE | $1,954 | $4,310-54.7% | $6,222-68.6% | $4,126-52.6% |
| Admin fee / account holder | $1,353 | $5,404-75.0% | $9,015-85.0% | $5,651-76.0% |