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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 | $35,053 | $124,980-72.0% | $108,359-67.7% | $154,746-77.3% |
| Participation rate | 30.0% | 75.2%-45.2pp | 70.1%-40.1pp | 80.7%-50.7pp |
| Annual return | 15.78% | 45.00%-29.2pp | 36.89%-21.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $459 | $2,851-83.9% | $2,399-80.9% | $4,379-89.5% |
| Participant deferral / active EE | $2,719 | $4,743-42.7% | $4,137-34.3% | $6,730-59.6% |
| Admin fee / account holder | $5,976 | $11,502-48.0% | $9,741-38.6% | $14,365-58.4% |