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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 | $38,357 | $72,269-46.9% | $101,271-62.1% | $79,852-52.0% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 17.14% | 22.29%-5.2pp | 46.48%-29.3pp | 31.72%-14.6pp |
| Employer contribution / active EE | $286 | $2,692-89.4% | $3,660-92.2% | $2,471-88.4% |
| Participant deferral / active EE | $2,333 | $3,282-28.9% | $4,371-46.6% | $3,740-37.6% |
| Admin fee / account holder | $1,016 | $4,401-76.9% | $5,948-82.9% | $5,306-80.8% |