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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 | $32,904 | $81,487-59.6% | $102,412-67.9% | $80,935-59.3% |
| Participation rate | 27.0% | 66.8%-39.9pp | 74.5%-47.5pp | 67.7%-40.7pp |
| Annual return | 20.13% | 25.60%-5.5pp | 24.94%-4.8pp | 35.66%-15.5pp |
| Employer contribution / active EE | $620 | $3,103-80.0% | $3,870-84.0% | $2,757-77.5% |
| Participant deferral / active EE | $1,953 | $3,871-49.5% | $5,060-61.4% | $4,299-54.6% |
| Admin fee / account holder | $21,011 | $6,717+212.8% | $8,388+150.5% | $6,924+203.4% |