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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 | $29,265 | $49,199-40.5% | $121,210-75.9% | $75,177-61.1% |
| Participation rate | 39.8% | 55.4%-15.6pp | 69.5%-29.8pp | 67.2%-27.4pp |
| Annual return | 16.28% | 56.04%-39.8pp | 987.41%-971.1pp | 160.75%-144.5pp |
| Employer contribution / active EE | $283 | $1,547-81.7% | $4,171-93.2% | $2,671-89.4% |
| Participant deferral / active EE | $2,849 | $2,630+8.3% | $4,084-30.2% | $4,126-31.0% |
| Admin fee / account holder | $1,986 | $3,946-49.7% | $5,647-64.8% | $5,651-64.9% |