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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 | $51,642-18.3% | $129,384-67.4% | $80,935-47.9% |
| Participation rate | 22.2% | 56.9%-34.7pp | 69.6%-47.4pp | 67.7%-45.4pp |
| Annual return | 19.32% | 20.78%-1.5pp | 9461.77%-9442.5pp | 35.66%-16.3pp |
| Employer contribution / active EE | $118 | $1,583-92.5% | $4,153-97.1% | $2,757-95.7% |
| Participant deferral / active EE | $1,653 | $2,670-38.1% | $4,166-60.3% | $4,299-61.6% |
| Admin fee / account holder | $4,112 | $4,312-4.6% | $7,686-46.5% | $6,924-40.6% |