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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 | $35,315 | $58,391-39.5% | $76,667-53.9% | $72,976-51.6% |
| Participation rate | 49.2% | 67.4%-18.1pp | 72.1%-22.9pp | 69.5%-20.3pp |
| Annual return | 21.75% | 2306.65%-2284.9pp | 1166.74%-1145.0pp | 81.02%-59.3pp |
| Employer contribution / active EE | $149 | $1,787-91.6% | $2,303-93.5% | $2,440-93.9% |
| Participant deferral / active EE | $1,582 | $2,690-41.2% | $3,336-52.6% | $3,608-56.1% |
| Admin fee / account holder | $552 | $4,014-86.2% | $6,423-91.4% | $5,124-89.2% |