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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 | $41,789 | $75,058-44.3% | $152,301-72.6% | $64,340-35.0% |
| Participation rate | 30.6% | 60.9%-30.3pp | 82.4%-51.8pp | 55.2%-24.6pp |
| Annual return | 22.45% | 29.93%-7.5pp | 80.50%-58.1pp | 24.14%-1.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,824 | $5,041-24.1% | $8,004-52.2% | $2,980+28.3% |
| Admin fee / account holder | $2,355 | $4,050-41.8% | $14,398-83.6% | $3,703-36.4% |