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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 | $36,540 | $95,453-61.7% | $112,040-67.4% | $82,448-55.7% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.5%-20.6pp | 68.1%-12.2pp |
| Annual return | 13.09% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $332 | $2,318-85.7% | $2,954-88.7% | $2,551-87.0% |
| Participant deferral / active EE | $2,110 | $4,224-50.0% | $5,098-58.6% | $4,139-49.0% |
| Admin fee / account holder | $11,183 | $9,013+24.1% | $12,098-7.6% | $7,234+54.6% |