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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 | $31,165 | $80,983-61.5% | $96,544-67.7% | $75,177-58.5% |
| Participation rate | 34.4% | 71.8%-37.4pp | 76.0%-41.6pp | 67.2%-32.8pp |
| Annual return | 14.30% | 27.05%-12.8pp | 25.88%-11.6pp | 160.75%-146.5pp |
| Employer contribution / active EE | $341 | $2,282-85.1% | $2,966-88.5% | $2,671-87.2% |
| Participant deferral / active EE | $1,866 | $3,929-52.5% | $4,851-61.5% | $4,126-54.8% |
| Admin fee / account holder | $972 | $6,717-85.5% | $8,254-88.2% | $5,651-82.8% |