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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 | $38,369 | $124,425-69.2% | $112,040-65.8% | $137,256-72.0% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.5%-39.0pp | 80.0%-42.5pp |
| Annual return | 11.63% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $351 | $3,411-89.7% | $2,954-88.1% | $4,156-91.6% |
| Participant deferral / active EE | $3,157 | $5,718-44.8% | $5,098-38.1% | $6,407-50.7% |
| Admin fee / account holder | $5,391 | $15,207-64.6% | $12,098-55.4% | $12,270-56.1% |