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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 | $51,604-39.9% | $129,295-76.0% | $80,874-61.6% |
| Participation rate | 37.5% | 57.0%-19.5pp | 69.6%-32.1pp | 67.6%-30.1pp |
| Annual return | 23.40% | 20.76%+2.6pp | 9429.28%-9405.9pp | 35.62%-12.2pp |
| Employer contribution / active EE | $299 | $1,585-81.2% | $4,157-92.8% | $2,756-89.2% |
| Participant deferral / active EE | $1,932 | $2,670-27.7% | $4,169-53.7% | $4,297-55.0% |
| Admin fee / account holder | $13,874 | $4,310+221.9% | $7,665+81.0% | $6,935+100.0% |