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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 | $35,360 | $81,331-56.5% | $155,534-77.3% | $80,935-56.3% |
| Participation rate | 25.4% | 66.3%-40.9pp | 78.2%-52.9pp | 67.7%-42.3pp |
| Annual return | 12.37% | 33.37%-21.0pp | 64.92%-52.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $46 | $3,105-98.5% | $4,675-99.0% | $2,757-98.3% |
| Participant deferral / active EE | $1,578 | $3,454-54.3% | $5,630-72.0% | $4,299-63.3% |
| Admin fee / account holder | $3,814 | $7,999-52.3% | $15,900-76.0% | $6,924-44.9% |