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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 | $31,855 | $74,661-57.3% | $160,784-80.2% | $67,986-53.1% |
| Participation rate | 31.7% | 57.1%-25.4pp | 77.0%-45.2pp | 57.2%-25.5pp |
| Annual return | 19.79% | 28.83%-9.0pp | 1803.92%-1784.1pp | 31.67%-11.9pp |
| Employer contribution / active EE | $208 | $1,829-88.6% | $3,733-94.4% | $2,019-89.7% |
| Participant deferral / active EE | $1,650 | $3,681-55.2% | $6,293-73.8% | $3,358-50.9% |
| Admin fee / account holder | $2,430 | $3,959-38.6% | $9,717-75.0% | $3,203-24.1% |