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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 | $29,694 | $48,570-38.9% | $130,660-77.3% | $72,976-59.3% |
| Participation rate | 34.5% | 58.6%-24.1pp | 71.7%-37.3pp | 69.5%-35.0pp |
| Annual return | 21.07% | 38.63%-17.6pp | 1709.29%-1688.2pp | 81.02%-59.9pp |
| Employer contribution / active EE | $184 | $1,334-86.2% | $4,092-95.5% | $2,440-92.5% |
| Participant deferral / active EE | $1,235 | $2,384-48.2% | $3,603-65.7% | $3,608-65.8% |
| Admin fee / account holder | $3,073 | $3,549-13.4% | $5,463-43.8% | $5,124-40.0% |