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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 | $28,301 | $67,602-58.1% | $82,312-65.6% | $70,126-59.6% |
| Participation rate | 59.1% | 72.8%-13.7pp | 76.9%-17.8pp | 69.5%-10.4pp |
| Annual return | 16.85% | 21.57%-4.7pp | 25.88%-9.0pp | 73.15%-56.3pp |
| Employer contribution / active EE | $289 | $1,755-83.5% | $2,428-88.1% | $2,343-87.7% |
| Participant deferral / active EE | $1,863 | $2,987-37.6% | $3,706-49.7% | $3,332-44.1% |
| Admin fee / account holder | $2,535 | $4,512-43.8% | $5,608-54.8% | $4,645-45.4% |