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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 | $37,186 | $51,638-28.0% | $129,406-71.3% | $80,959-54.1% |
| Participation rate | 20.6% | 56.9%-36.3pp | 69.6%-49.1pp | 67.7%-47.1pp |
| Annual return | 16.63% | 20.78%-4.2pp | 9468.18%-9451.5pp | 35.67%-19.0pp |
| Employer contribution / active EE | $237 | $1,584-85.0% | $4,155-94.3% | $2,757-91.4% |
| Participant deferral / active EE | $798 | $2,670-70.1% | $4,167-80.9% | $4,300-81.5% |
| Admin fee / account holder | $2,432 | $4,313-43.6% | $7,689-68.4% | $6,925-64.9% |