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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 | $33,880 | $101,752-66.7% | $164,928-79.5% | $80,911-58.1% |
| Participation rate | 38.9% | 71.8%-33.0pp | 78.6%-39.7pp | 67.6%-28.8pp |
| Annual return | 47.73% | 16.73%+31.0pp | 70.08%-22.3pp | 35.63%+12.1pp |
| Employer contribution / active EE | $342 | $2,953-88.4% | $4,343-92.1% | $2,756-87.6% |
| Participant deferral / active EE | $3,540 | $4,477-20.9% | $6,034-41.3% | $4,297-17.6% |
| Admin fee / account holder | $2,615 | $8,218-68.2% | $12,684-79.4% | $6,935-62.3% |