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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 | $33,850 | $106,864-68.3% | $147,318-77.0% | $82,637-59.0% |
| Participation rate | 37.0% | 75.5%-38.5pp | 82.1%-45.0pp | 68.1%-31.0pp |
| Annual return | 19.28% | 27.49%-8.2pp | 70.43%-51.2pp | 53.51%-34.2pp |
| Employer contribution / active EE | $522 | $3,417-84.7% | $4,593-88.6% | $2,552-79.6% |
| Participant deferral / active EE | $3,347 | $6,496-48.5% | $7,906-57.7% | $4,126-18.9% |
| Admin fee / account holder | $1,342 | $8,415-84.1% | $13,708-90.2% | $7,339-81.7% |