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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 | $34,154 | $90,400-62.2% | $186,193-81.7% | $87,485-61.0% |
| Participation rate | 17.9% | 66.2%-48.2pp | 77.1%-59.2pp | 68.9%-51.0pp |
| Annual return | 14.65% | 22.15%-7.5pp | 78.03%-63.4pp | 26.06%-11.4pp |
| Employer contribution / active EE | $356 | $2,170-83.6% | $3,918-90.9% | $2,596-86.3% |
| Participant deferral / active EE | $1,674 | $4,330-61.3% | $6,513-74.3% | $4,274-60.8% |
| Admin fee / account holder | $1,187 | $8,673-86.3% | $11,058-89.3% | $7,775-84.7% |