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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 | $34,710 | $84,236-58.8% | $170,435-79.6% | $70,126-50.5% |
| Participation rate | 48.6% | 70.8%-22.2pp | 83.6%-35.0pp | 69.5%-20.9pp |
| Annual return | 19.31% | 23.06%-3.8pp | 205.94%-186.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,872 | $3,086-39.3% | $4,939-62.1% | $3,332-43.8% |
| Admin fee / account holder | $844 | $5,698-85.2% | $13,881-93.9% | $4,645-81.8% |