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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 | $35,943 | $77,920-53.9% | $149,723-76.0% | $75,177-52.2% |
| Participation rate | 34.6% | 65.6%-31.0pp | 78.8%-44.2pp | 67.2%-32.6pp |
| Annual return | 16.94% | 31.72%-14.8pp | 134.50%-117.6pp | 160.75%-143.8pp |
| Employer contribution / active EE | $141 | $3,138-95.5% | $4,821-97.1% | $2,671-94.7% |
| Participant deferral / active EE | $2,824 | $3,411-17.2% | $5,682-50.3% | $4,126-31.6% |
| Admin fee / account holder | $1,179 | $5,951-80.2% | $13,215-91.1% | $5,651-79.1% |