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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 | $33,868 | $51,642-34.4% | $129,384-73.8% | $80,935-58.2% |
| Participation rate | 33.3% | 56.9%-23.6pp | 69.6%-36.3pp | 67.7%-34.3pp |
| Annual return | 13.07% | 20.78%-7.7pp | 9461.77%-9448.7pp | 35.66%-22.6pp |
| Employer contribution / active EE | $237 | $1,583-85.1% | $4,153-94.3% | $2,757-91.4% |
| Participant deferral / active EE | $1,426 | $2,670-46.6% | $4,166-65.8% | $4,299-66.8% |
| Admin fee / account holder | $1,358 | $4,312-68.5% | $7,686-82.3% | $6,924-80.4% |