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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 | $34,845 | $45,343-23.2% | $150,298-76.8% | $67,986-48.7% |
| Participation rate | 28.1% | 51.9%-23.7pp | 77.8%-49.6pp | 57.2%-29.1pp |
| Annual return | 18.51% | 33.28%-14.8pp | 62.79%-44.3pp | 31.67%-13.2pp |
| Employer contribution / active EE | $162 | $1,462-88.9% | $4,154-96.1% | $2,019-92.0% |
| Participant deferral / active EE | $797 | $2,055-61.2% | $5,453-85.4% | $3,358-76.3% |
| Admin fee / account holder | $2,697 | $2,250+19.9% | $14,116-80.9% | $3,203-15.8% |