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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 | $39,754 | $63,140-37.0% | $304,612-86.9% | $116,462-65.9% |
| Participation rate | 33.3% | 70.4%-37.0pp | 81.9%-48.6pp | 74.7%-41.4pp |
| Annual return | 16.65% | 15.04%+1.6pp | 329.91%-313.3pp | 15.65%+1.0pp |
| Employer contribution / active EE | $287 | $2,385-88.0% | $7,476-96.2% | $3,231-91.1% |
| Participant deferral / active EE | $1,299 | $2,741-52.6% | $5,388-75.9% | $3,836-66.1% |
| Admin fee / account holder | $8,365 | $7,583+10.3% | $12,962-35.5% | $12,754-34.4% |