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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 | $27,394 | $69,590-60.6% | $136,867-80.0% | $94,015-70.9% |
| Participation rate | 37.1% | 66.3%-29.2pp | 74.5%-37.4pp | 70.8%-33.7pp |
| Annual return | 19.59% | 19.62%0pp | 42.97%-23.4pp | 17.84%+1.7pp |
| Employer contribution / active EE | $255 | $2,396-89.4% | $3,547-92.8% | $2,790-90.9% |
| Participant deferral / active EE | $1,128 | $3,437-67.2% | $4,924-77.1% | $4,249-73.5% |
| Admin fee / account holder | $1,380 | $8,912-84.5% | $10,340-86.7% | $8,951-84.6% |