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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 | $33,847 | $48,570-30.3% | $130,660-74.1% | $72,975-53.6% |
| Participation rate | 38.5% | 58.6%-20.1pp | 71.7%-33.3pp | 69.5%-31.0pp |
| Annual return | 25.28% | 38.63%-13.3pp | 1709.29%-1684.0pp | 81.01%-55.7pp |
| Employer contribution / active EE | $271 | $1,334-79.7% | $4,092-93.4% | $2,440-88.9% |
| Participant deferral / active EE | $1,485 | $2,384-37.7% | $3,603-58.8% | $3,608-58.8% |
| Admin fee / account holder | $2,870 | $3,549-19.1% | $5,463-47.5% | $5,124-44.0% |