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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 | $38,247 | $60,349-36.6% | $74,184-48.4% | $62,881-39.2% |
| Participation rate | 41.9% | 72.7%-30.8pp | 76.6%-34.7pp | 69.3%-27.4pp |
| Annual return | 4.80% | 21.38%-16.6pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $194 | $1,680-88.5% | $2,370-91.8% | $2,281-91.5% |
| Participant deferral / active EE | $1,359 | $2,856-52.4% | $3,550-61.7% | $3,203-57.6% |
| Admin fee / account holder | $923 | $4,261-78.3% | $5,586-83.5% | $4,296-78.5% |