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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 | $36,816 | $61,391-40.0% | $149,723-75.4% | $71,529-48.5% |
| Participation rate | 32.1% | 62.5%-30.4pp | 78.8%-46.7pp | 67.9%-35.9pp |
| Annual return | 13.25% | 35.88%-22.6pp | 134.50%-121.2pp | 28.97%-15.7pp |
| Employer contribution / active EE | $156 | $2,384-93.5% | $4,821-96.8% | $2,590-94.0% |
| Participant deferral / active EE | $1,317 | $2,921-54.9% | $5,682-76.8% | $4,291-69.3% |
| Admin fee / account holder | $1,873 | $1,264+48.2% | $13,215-85.8% | $1,588+17.9% |