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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 | $29,317 | $81,276-63.9% | $155,574-81.2% | $80,925-63.8% |
| Participation rate | 18.5% | 66.2%-47.8pp | 78.2%-59.7pp | 67.7%-49.2pp |
| Annual return | 36.12% | 33.36%+2.8pp | 64.87%-28.7pp | 35.65%+0.5pp |
| Employer contribution / active EE | $124 | $3,103-96.0% | $4,676-97.4% | $2,756-95.5% |
| Participant deferral / active EE | $1,287 | $3,453-62.7% | $5,629-77.1% | $4,299-70.1% |
| Admin fee / account holder | $4,323 | $7,993-45.9% | $15,914-72.8% | $6,940-37.7% |