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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 | $31,342 | $51,642-39.3% | $129,384-75.8% | $80,935-61.3% |
| Participation rate | 51.4% | 56.9%-5.6pp | 69.6%-18.3pp | 67.7%-16.3pp |
| Annual return | 17.79% | 20.78%-3.0pp | 9461.77%-9444.0pp | 35.66%-17.9pp |
| Employer contribution / active EE | $185 | $1,583-88.3% | $4,153-95.5% | $2,757-93.3% |
| Participant deferral / active EE | $1,037 | $2,670-61.1% | $4,166-75.1% | $4,299-75.9% |
| Admin fee / account holder | $1,354 | $4,312-68.6% | $7,686-82.4% | $6,924-80.4% |