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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 | $37,374 | $109,359-65.8% | $162,177-77.0% | $72,975-48.8% |
| Participation rate | 50.0% | 84.3%-34.3pp | 87.6%-37.6pp | 69.5%-19.5pp |
| Annual return | 22.32% | 25.46%-3.1pp | 115.60%-93.3pp | 81.01%-58.7pp |
| Employer contribution / active EE | $919 | $3,907-76.5% | $5,613-83.6% | $2,440-62.3% |
| Participant deferral / active EE | $2,984 | $5,481-45.6% | $7,297-59.1% | $3,608-17.3% |
| Admin fee / account holder | $9,326 | $7,972+17.0% | $10,843-14.0% | $5,124+82.0% |