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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 | $39,542 | $80,781-51.1% | $102,437-61.4% | $74,478-46.9% |
| Participation rate | 39.0% | 65.7%-26.7pp | 74.5%-35.5pp | 67.2%-28.3pp |
| Annual return | 16.68% | 27.58%-10.9pp | 24.95%-8.3pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $492 | $3,160-84.4% | $3,871-87.3% | $2,626-81.3% |
| Participant deferral / active EE | $2,039 | $3,862-47.2% | $5,060-59.7% | $4,350-53.1% |
| Admin fee / account holder | $2,370 | $2,372-0.1% | $8,388-71.7% | $1,946+21.8% |