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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 | $38,335 | $86,940-55.9% | $102,434-62.6% | $80,935-52.6% |
| Participation rate | 65.2% | 72.4%-7.2pp | 76.5%-11.3pp | 67.7%-2.4pp |
| Annual return | 16.23% | 18.89%-2.7pp | 29.46%-13.2pp | 35.66%-19.4pp |
| Employer contribution / active EE | $631 | $2,370-73.4% | $3,023-79.1% | $2,757-77.1% |
| Participant deferral / active EE | $3,293 | $4,121-20.1% | $5,055-34.9% | $4,299-23.4% |
| Admin fee / account holder | $1,303 | $8,047-83.8% | $9,462-86.2% | $6,924-81.2% |