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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 | $41,949 | $72,027-41.8% | $185,861-77.4% | $79,856-47.5% |
| Participation rate | 23.7% | 65.8%-42.1pp | 78.0%-54.4pp | 69.6%-46.0pp |
| Annual return | 14.15% | 23.13%-9.0pp | 35.96%-21.8pp | 31.71%-17.6pp |
| Employer contribution / active EE | $243 | $1,965-87.6% | $4,088-94.1% | $2,471-90.2% |
| Participant deferral / active EE | $1,524 | $3,780-59.7% | $5,634-72.9% | $3,741-59.3% |
| Admin fee / account holder | $1,682 | $4,513-62.7% | $9,503-82.3% | $5,306-68.3% |