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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 | $21,308 | $56,894-62.5% | $84,753-74.9% | $62,881-66.1% |
| Participation rate | 31.0% | 68.5%-37.6pp | 76.6%-45.6pp | 69.3%-38.4pp |
| Annual return | 6.68% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $337 | $2,400-86.0% | $3,574-90.6% | $2,281-85.2% |
| Participant deferral / active EE | $1,086 | $2,709-59.9% | $3,712-70.7% | $3,203-66.1% |
| Admin fee / account holder | $3,825 | $3,581+6.8% | $5,333-28.3% | $4,296-11.0% |