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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 | $37,327 | $107,421-65.3% | $182,262-79.5% | $94,015-60.3% |
| Participation rate | 33.3% | 77.8%-44.4pp | 84.2%-50.9pp | 70.8%-37.5pp |
| Annual return | 13.75% | 21.32%-7.6pp | 140.60%-126.8pp | 17.84%-4.1pp |
| Employer contribution / active EE | $258 | $3,448-92.5% | $5,046-94.9% | $2,790-90.8% |
| Participant deferral / active EE | $3,150 | $6,558-52.0% | $8,276-61.9% | $4,249-25.9% |
| Admin fee / account holder | $3,675 | $8,692-57.7% | $16,712-78.0% | $8,951-58.9% |