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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 | $33,217 | $80,992-59.0% | $96,534-65.6% | $75,173-55.8% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 14.63% | 27.05%-12.4pp | 25.88%-11.2pp | 160.72%-146.1pp |
| Employer contribution / active EE | $484 | $2,283-78.8% | $2,965-83.7% | $2,671-81.9% |
| Participant deferral / active EE | $2,140 | $3,929-45.5% | $4,851-55.9% | $4,126-48.1% |
| Admin fee / account holder | $4,303 | $6,717-35.9% | $8,253-47.9% | $5,651-23.9% |