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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 | $32,156 | $76,407-57.9% | $150,298-78.6% | $82,448-61.0% |
| Participation rate | 29.2% | 66.4%-37.2pp | 77.8%-48.5pp | 68.1%-38.9pp |
| Annual return | 16.18% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,229 | $3,214-61.8% | $5,453-77.5% | $4,139-70.3% |
| Admin fee / account holder | $1,958 | $6,352-69.2% | $14,116-86.1% | $7,234-72.9% |