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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 | $29,369 | $73,978-60.3% | $96,515-69.6% | $75,173-60.9% |
| Participation rate | 51.9% | 66.4%-14.6pp | 74.3%-22.5pp | 67.2%-15.4pp |
| Annual return | 13.86% | 26.72%-12.9pp | 35.73%-21.9pp | 160.72%-146.9pp |
| Employer contribution / active EE | $418 | $2,931-85.7% | $3,740-88.8% | $2,671-84.4% |
| Participant deferral / active EE | $1,783 | $3,660-51.3% | $4,880-63.5% | $4,126-56.8% |
| Admin fee / account holder | $678 | $5,219-87.0% | $6,735-89.9% | $5,651-88.0% |