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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 | $32,413 | $127,790-74.6% | $106,555-69.6% | $167,536-80.7% |
| Participation rate | 40.0% | 78.3%-38.3pp | 76.1%-36.1pp | 82.1%-42.1pp |
| Annual return | 14.82% | 33.88%-19.1pp | 26.80%-12.0pp | 478.82%-464.0pp |
| Employer contribution / active EE | $375 | $3,428-89.1% | $2,819-86.7% | $4,839-92.3% |
| Participant deferral / active EE | $2,467 | $5,088-51.5% | $4,399-43.9% | $6,342-61.1% |
| Admin fee / account holder | $5,152 | $11,229-54.1% | $7,408-30.5% | $12,315-58.2% |