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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 | $80,748-51.0% | $102,383-61.4% | $74,429-46.9% |
| Participation rate | 39.0% | 65.7%-26.7pp | 74.5%-35.5pp | 67.2%-28.2pp |
| Annual return | 16.68% | 27.57%-10.9pp | 24.94%-8.3pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $492 | $3,159-84.4% | $3,870-87.3% | $2,625-81.3% |
| Participant deferral / active EE | $2,039 | $3,861-47.2% | $5,060-59.7% | $4,348-53.1% |
| Admin fee / account holder | $2,370 | $2,3710% | $8,391-71.8% | $1,944+21.9% |