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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 | $56,431-39.4% | $130,788-73.8% | $87,485-60.9% |
| Participation rate | 46.2% | 58.9%-12.8pp | 70.1%-23.9pp | 68.9%-22.8pp |
| Annual return | 16.00% | 91.27%-75.3pp | 386.44%-370.4pp | 26.06%-10.1pp |
| Employer contribution / active EE | $193 | $1,549-87.5% | $3,558-94.6% | $2,596-92.6% |
| Participant deferral / active EE | $1,042 | $2,749-62.1% | $4,137-74.8% | $4,274-75.6% |
| Admin fee / account holder | $2,927 | $4,433-34.0% | $6,673-56.1% | $7,775-62.4% |