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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 | $35,652 | $67,606-47.3% | $82,313-56.7% | $70,124-49.2% |
| Participation rate | 50.8% | 72.8%-22.0pp | 76.9%-26.1pp | 69.5%-18.8pp |
| Annual return | 12.39% | 21.57%-9.2pp | 25.88%-13.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $206 | $1,755-88.3% | $2,428-91.5% | $2,342-91.2% |
| Participant deferral / active EE | $1,836 | $2,987-38.5% | $3,706-50.4% | $3,332-44.9% |
| Admin fee / account holder | $1,125 | $4,512-75.1% | $5,608-79.9% | $4,645-75.8% |