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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 | $36,362 | $63,346-42.6% | $92,240-60.6% | $70,126-48.1% |
| Participation rate | 45.8% | 68.7%-22.8pp | 76.5%-30.6pp | 69.5%-23.7pp |
| Annual return | 16.88% | 530.19%-513.3pp | 176.29%-159.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $387 | $2,471-84.4% | $3,680-89.5% | $2,343-83.5% |
| Participant deferral / active EE | $1,995 | $2,854-30.1% | $3,897-48.8% | $3,332-40.1% |
| Admin fee / account holder | $4,400 | $3,841+14.6% | $5,194-15.3% | $4,645-5.3% |