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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 | $42,184 | $51,604-18.3% | $129,295-67.4% | $80,874-47.8% |
| Participation rate | 22.2% | 57.0%-34.8pp | 69.6%-47.4pp | 67.6%-45.4pp |
| Annual return | 19.32% | 20.76%-1.4pp | 9429.28%-9410.0pp | 35.62%-16.3pp |
| Employer contribution / active EE | $118 | $1,585-92.5% | $4,157-97.2% | $2,756-95.7% |
| Participant deferral / active EE | $1,653 | $2,670-38.1% | $4,169-60.4% | $4,297-61.5% |
| Admin fee / account holder | $4,112 | $4,310-4.6% | $7,665-46.4% | $6,935-40.7% |