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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 | $51,606-15.9% | $129,339-66.5% | $80,911-46.4% |
| Participation rate | 7.3% | 57.0%-49.7pp | 69.6%-62.4pp | 67.6%-60.4pp |
| Annual return | 19.40% | 20.76%-1.4pp | 9437.05%-9417.6pp | 35.63%-16.2pp |
| Employer contribution / active EE | $294 | $1,582-81.4% | $4,154-92.9% | $2,756-89.3% |
| Participant deferral / active EE | $1,195 | $2,669-55.2% | $4,170-71.3% | $4,297-72.2% |
| Admin fee / account holder | $610 | $4,310-85.8% | $7,668-92.0% | $6,935-91.2% |