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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 | $36,804 | $48,078-23.4% | $78,676-53.2% | $62,881-41.5% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 7.02% | 31.36%-24.3pp | 62.19%-55.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $185 | $2,015-90.8% | $2,850-93.5% | $2,281-91.9% |
| Participant deferral / active EE | $1,030 | $2,587-60.2% | $3,517-70.7% | $3,203-67.8% |
| Admin fee / account holder | $1,665 | $3,206-48.1% | $4,510-63.1% | $4,296-61.2% |