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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 | $30,680 | $51,638-40.6% | $129,406-76.3% | $80,959-62.1% |
| Participation rate | 34.3% | 56.9%-22.6pp | 69.6%-35.4pp | 67.7%-33.4pp |
| Annual return | 12.06% | 20.78%-8.7pp | 9468.18%-9456.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $144 | $1,584-90.9% | $4,155-96.5% | $2,757-94.8% |
| Participant deferral / active EE | $1,479 | $2,670-44.6% | $4,167-64.5% | $4,300-65.6% |
| Admin fee / account holder | $4,189 | $4,313-2.9% | $7,689-45.5% | $6,925-39.5% |