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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 | $36,856 | $76,407-51.8% | $150,298-75.5% | $82,448-55.3% |
| Participation rate | 37.5% | 66.4%-28.9pp | 77.8%-40.3pp | 68.1%-30.6pp |
| Annual return | 13.39% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $59 | $2,614-97.7% | $4,154-98.6% | $2,551-97.7% |
| Participant deferral / active EE | $4,477 | $3,214+39.3% | $5,453-17.9% | $4,139+8.1% |
| Admin fee / account holder | $3,747 | $6,352-41.0% | $14,116-73.5% | $7,234-48.2% |