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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 | $31,021 | $51,638-39.9% | $129,406-76.0% | $80,959-61.7% |
| Participation rate | 37.5% | 56.9%-19.4pp | 69.6%-32.1pp | 67.7%-30.2pp |
| Annual return | 23.40% | 20.78%+2.6pp | 9468.18%-9444.8pp | 35.67%-12.3pp |
| Employer contribution / active EE | $299 | $1,584-81.1% | $4,155-92.8% | $2,757-89.2% |
| Participant deferral / active EE | $1,932 | $2,670-27.7% | $4,167-53.6% | $4,300-55.1% |
| Admin fee / account holder | $13,874 | $4,313+221.7% | $7,689+80.4% | $6,925+100.3% |