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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 | $25,019 | $51,642-51.6% | $129,384-80.7% | $80,935-69.1% |
| Participation rate | 28.2% | 56.9%-28.7pp | 69.6%-41.4pp | 67.7%-39.5pp |
| Annual return | 18.39% | 20.78%-2.4pp | 9461.77%-9443.4pp | 35.66%-17.3pp |
| Employer contribution / active EE | $146 | $1,583-90.8% | $4,153-96.5% | $2,757-94.7% |
| Participant deferral / active EE | $1,238 | $2,670-53.6% | $4,166-70.3% | $4,299-71.2% |
| Admin fee / account holder | $2,107 | $4,312-51.1% | $7,686-72.6% | $6,924-69.6% |