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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 | $34,065 | $45,343-24.9% | $150,298-77.3% | $67,986-49.9% |
| Participation rate | 10.3% | 51.9%-41.5pp | 77.8%-67.4pp | 57.2%-46.9pp |
| Annual return | 23.46% | 33.28%-9.8pp | 62.79%-39.3pp | 31.67%-8.2pp |
| Employer contribution / active EE | $71 | $1,462-95.2% | $4,154-98.3% | $2,019-96.5% |
| Participant deferral / active EE | $1,058 | $2,055-48.5% | $5,453-80.6% | $3,358-68.5% |
| Admin fee / account holder | $878 | $2,250-61.0% | $14,116-93.8% | $3,203-72.6% |