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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 | $39,738 | $80,748-50.8% | $102,383-61.2% | $74,429-46.6% |
| Participation rate | 31.1% | 65.7%-34.6pp | 74.5%-43.4pp | 67.2%-36.1pp |
| Annual return | 12.81% | 27.57%-14.8pp | 24.94%-12.1pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $314 | $3,159-90.1% | $3,870-91.9% | $2,625-88.1% |
| Participant deferral / active EE | $2,622 | $3,861-32.1% | $5,060-48.2% | $4,348-39.7% |
| Admin fee / account holder | $1,086 | $2,371-54.2% | $8,391-87.1% | $1,944-44.1% |