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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 | $39,068 | $84,236-53.6% | $170,439-77.1% | $70,124-44.3% |
| Participation rate | 33.7% | 70.8%-37.1pp | 83.6%-49.9pp | 69.5%-35.9pp |
| Annual return | 21.16% | 23.06%-1.9pp | 205.94%-184.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $317 | $3,387-90.7% | $5,433-94.2% | $2,342-86.5% |
| Participant deferral / active EE | $989 | $3,086-68.0% | $4,939-80.0% | $3,332-70.3% |
| Admin fee / account holder | $2,688 | $5,698-52.8% | $13,881-80.6% | $4,645-42.1% |