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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 | $31,207 | $48,011-35.0% | $63,803-51.1% | $82,637-62.2% |
| Participation rate | 54.7% | 66.6%-11.9pp | 72.7%-18.0pp | 68.1%-13.4pp |
| Annual return | 13.39% | 19.84%-6.4pp | 543.72%-530.3pp | 53.51%-40.1pp |
| Employer contribution / active EE | $102 | $1,904-94.6% | $2,532-96.0% | $2,552-96.0% |
| Participant deferral / active EE | $3,159 | $2,846+11.0% | $3,843-17.8% | $4,126-23.4% |
| Admin fee / account holder | $1,481 | $3,873-61.8% | $5,196-71.5% | $7,339-79.8% |