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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 | $40,370 | $91,474-55.9% | $135,982-70.3% | $71,529-43.6% |
| Participation rate | 19.2% | 75.7%-56.4pp | 81.9%-62.7pp | 67.9%-48.7pp |
| Annual return | 24.06% | 29.89%-5.8pp | 68.32%-44.3pp | 28.97%-4.9pp |
| Employer contribution / active EE | $5 | $3,705-99.9% | $4,859-99.9% | $2,590-99.8% |
| Participant deferral / active EE | $4,069 | $7,095-42.6% | $7,760-47.6% | $4,291-5.2% |
| Admin fee / account holder | $1,906 | $1,267+50.4% | $10,767-82.3% | $1,588+20.0% |