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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 | $36,645 | $64,324-43.0% | $118,914-69.2% | $79,856-54.1% |
| Participation rate | 23.7% | 64.9%-41.2pp | 75.4%-51.7pp | 69.6%-46.0pp |
| Annual return | 17.77% | 86.45%-68.7pp | 35.89%-18.1pp | 31.71%-13.9pp |
| Employer contribution / active EE | $452 | $1,836-75.4% | $3,264-86.1% | $2,471-81.7% |
| Participant deferral / active EE | $1,442 | $2,824-48.9% | $4,266-66.2% | $3,741-61.4% |
| Admin fee / account holder | $525 | $4,040-87.0% | $6,582-92.0% | $5,306-90.1% |