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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 | $32,020 | $81,487-60.7% | $102,412-68.7% | $80,935-60.4% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 12.02% | 25.60%-13.6pp | 24.94%-12.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $480 | $3,103-84.5% | $3,870-87.6% | $2,757-82.6% |
| Participant deferral / active EE | $2,253 | $3,871-41.8% | $5,060-55.5% | $4,299-47.6% |
| Admin fee / account holder | $2,894 | $6,717-56.9% | $8,388-65.5% | $6,924-58.2% |