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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 | $38,075 | $100,901-62.3% | $75,501-49.6% | $147,586-74.2% |
| Participation rate | 63.2% | 77.1%-14.0pp | 72.4%-9.2pp | 82.8%-19.7pp |
| Annual return | 12.34% | 35.78%-23.4pp | 27.35%-15.0pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,371 | $4,027+8.5% | $3,142+39.1% | $5,439-19.6% |
| Admin fee / account holder | $4,490 | $11,285-60.2% | $5,801-22.6% | $10,886-58.8% |