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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 | $34,207 | $52,353-34.7% | $120,225-71.5% | $82,448-58.5% |
| Participation rate | 46.2% | 58.3%-12.2pp | 69.6%-23.4pp | 68.1%-21.9pp |
| Annual return | 16.00% | 61.85%-45.8pp | 439.23%-423.2pp | 41.64%-25.6pp |
| Employer contribution / active EE | $193 | $1,510-87.2% | $3,475-94.5% | $2,551-92.4% |
| Participant deferral / active EE | $1,042 | $2,627-60.3% | $3,999-73.9% | $4,139-74.8% |
| Admin fee / account holder | $2,927 | $4,363-32.9% | $5,696-48.6% | $7,234-59.5% |