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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 | $30,630 | $45,343-32.4% | $150,298-79.6% | $67,986-54.9% |
| Participation rate | 39.4% | 51.9%-12.5pp | 77.8%-38.4pp | 57.2%-17.8pp |
| Annual return | 17.11% | 33.28%-16.2pp | 62.79%-45.7pp | 31.67%-14.6pp |
| Employer contribution / active EE | $76 | $1,462-94.8% | $4,154-98.2% | $2,019-96.2% |
| Participant deferral / active EE | $1,821 | $2,055-11.4% | $5,453-66.6% | $3,358-45.8% |
| Admin fee / account holder | $1,740 | $2,250-22.6% | $14,116-87.7% | $3,203-45.7% |