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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 | $62,382 | $100,901-38.2% | $75,501-17.4% | $147,586-57.7% |
| Participation rate | 35.7% | 77.1%-41.4pp | 72.4%-36.6pp | 82.8%-47.1pp |
| Annual return | 12.06% | 35.78%-23.7pp | 27.35%-15.3pp | 578.59%-566.5pp |
| Employer contribution / active EE | $137 | $3,253-95.8% | $2,352-94.2% | $4,876-97.2% |
| Participant deferral / active EE | $787 | $4,027-80.4% | $3,142-74.9% | $5,439-85.5% |
| Admin fee / account holder | $10,305 | $11,285-8.7% | $5,801+77.7% | $10,886-5.3% |