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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 | $19,351 | $73,787-73.8% | $98,716-80.4% | $82,448-76.5% |
| Participation rate | 39.0% | 61.4%-22.4pp | 69.3%-30.3pp | 68.1%-29.1pp |
| Annual return | 112.43% | 18.57%+93.9pp | 31.81%+80.6pp | 41.64%+70.8pp |
| Employer contribution / active EE | $102 | $1,511-93.2% | $2,279-95.5% | $2,551-96.0% |
| Participant deferral / active EE | $2,056 | $3,081-33.3% | $4,048-49.2% | $4,139-50.3% |
| Admin fee / account holder | $4,858 | $6,500-25.3% | $8,703-44.2% | $7,234-32.8% |