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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 | $37,320 | $84,953-56.1% | $163,379-77.2% | $82,637-54.8% |
| Participation rate | 47.9% | 65.9%-18.1pp | 76.8%-28.9pp | 68.1%-20.2pp |
| Annual return | 15.52% | 23.07%-7.6pp | 63.41%-47.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $239 | $2,183-89.1% | $3,752-93.6% | $2,552-90.7% |
| Participant deferral / active EE | $1,799 | $4,326-58.4% | $6,282-71.4% | $4,126-56.4% |
| Admin fee / account holder | $4,623 | $7,921-41.6% | $9,818-52.9% | $7,339-37.0% |