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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 | $29,790 | $48,432-38.5% | $121,169-75.4% | $71,495-58.3% |
| Participation rate | 40.8% | 54.3%-13.6pp | 69.5%-28.8pp | 67.9%-27.2pp |
| Annual return | 18.52% | 23.28%-4.8pp | 986.71%-968.2pp | 28.85%-10.3pp |
| Employer contribution / active EE | $141 | $1,493-90.5% | $4,168-96.6% | $2,589-94.5% |
| Participant deferral / active EE | $1,393 | $2,756-49.5% | $4,083-65.9% | $4,291-67.5% |
| Admin fee / account holder | $1,126 | $1,845-39.0% | $5,645-80.1% | $1,588-29.1% |