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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 | $32,602 | $65,364-50.1% | $92,909-64.9% | $72,975-55.3% |
| Participation rate | 43.5% | 68.3%-24.8pp | 76.0%-32.5pp | 69.5%-26.0pp |
| Annual return | 21.60% | 42.11%-20.5pp | 109.44%-87.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $209 | $2,594-92.0% | $3,653-94.3% | $2,440-91.5% |
| Participant deferral / active EE | $1,826 | $3,128-41.6% | $4,238-56.9% | $3,608-49.4% |
| Admin fee / account holder | $1,294 | $4,251-69.6% | $5,795-77.7% | $5,124-74.8% |