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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 | $32,873 | $78,015-57.9% | $178,505-81.6% | $80,959-59.4% |
| Participation rate | 27.3% | 65.7%-38.4pp | 77.1%-49.8pp | 67.7%-40.4pp |
| Annual return | 13.96% | 18.10%-4.1pp | 27.16%-13.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $419 | $2,281-81.6% | $3,955-89.4% | $2,757-84.8% |
| Participant deferral / active EE | $2,104 | $4,406-52.2% | $6,280-66.5% | $4,300-51.1% |
| Admin fee / account holder | $7,091 | $7,160-1.0% | $10,428-32.0% | $6,925+2.4% |