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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 | $39,421 | $63,861-38.3% | $104,625-62.3% | $79,852-50.6% |
| Participation rate | 38.9% | 64.9%-26.0pp | 74.1%-35.2pp | 69.6%-30.7pp |
| Annual return | 16.86% | 21.30%-4.4pp | 340.60%-323.7pp | 31.72%-14.9pp |
| Employer contribution / active EE | $260 | $1,588-83.6% | $2,681-90.3% | $2,471-89.5% |
| Participant deferral / active EE | $1,195 | $2,693-55.6% | $3,738-68.0% | $3,740-68.1% |
| Admin fee / account holder | $1,730 | $4,185-58.7% | $6,465-73.2% | $5,306-67.4% |