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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 | $37,266 | $65,072-42.7% | $66,439-43.9% | $65,306-42.9% |
| Participation rate | 25.7% | 69.1%-43.4pp | 74.5%-48.8pp | 57.7%-32.0pp |
| Annual return | 10.55% | 21.50%-11.0pp | 757.66%-747.1pp | 21.94%-11.4pp |
| Employer contribution / active EE | $490 | $2,475-80.2% | $2,637-81.4% | $1,967-75.1% |
| Participant deferral / active EE | $1,265 | $3,234-60.9% | $3,876-67.4% | $2,959-57.3% |
| Admin fee / account holder | $2,347 | $1,323+77.4% | $6,173-62.0% | $3,480-32.5% |