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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 | $31,366 | $212,386-85.2% | $199,883-84.3% | $138,895-77.4% |
| Participation rate | 33.3% | 87.4%-54.0pp | 86.8%-53.4pp | 79.9%-46.6pp |
| Annual return | 25.40% | 47.75%-22.3pp | 43.81%-18.4pp | 145.39%-120.0pp |
| Employer contribution / active EE | $1,322 | $6,625-80.0% | $6,261-78.9% | $4,194-68.5% |
| Participant deferral / active EE | $3,626 | $9,617-62.3% | $9,138-60.3% | $6,396-43.3% |
| Admin fee / account holder | $3,105 | $18,233-83.0% | $17,268-82.0% | $12,562-75.3% |