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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 | $34,083 | $63,904-46.7% | $89,340-61.9% | $67,986-49.9% |
| Participation rate | 30.9% | 54.3%-23.5pp | 69.6%-38.7pp | 57.2%-26.3pp |
| Annual return | 18.44% | 18.09%+0.3pp | 20.57%-2.1pp | 31.67%-13.2pp |
| Employer contribution / active EE | $272 | $1,627-83.3% | $2,231-87.8% | $2,019-86.5% |
| Participant deferral / active EE | $1,088 | $2,691-59.6% | $3,823-71.5% | $3,358-67.6% |
| Admin fee / account holder | $2,501 | $3,315-24.5% | $6,704-62.7% | $3,203-21.9% |