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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 | $43,383 | $51,642-16.0% | $129,384-66.5% | $80,935-46.4% |
| Participation rate | 7.3% | 56.9%-49.6pp | 69.6%-62.4pp | 67.7%-60.4pp |
| Annual return | 19.40% | 20.78%-1.4pp | 9461.77%-9442.4pp | 35.66%-16.3pp |
| Employer contribution / active EE | $294 | $1,583-81.4% | $4,153-92.9% | $2,757-89.3% |
| Participant deferral / active EE | $1,195 | $2,670-55.2% | $4,166-71.3% | $4,299-72.2% |
| Admin fee / account holder | $610 | $4,312-85.9% | $7,686-92.1% | $6,924-91.2% |