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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 | $38,210 | $67,606-43.5% | $82,313-53.6% | $70,131-45.5% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.9%-17.5pp | 69.5%-10.1pp |
| Annual return | 12.35% | 21.57%-9.2pp | 25.88%-13.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $231 | $1,755-86.8% | $2,428-90.5% | $2,342-90.1% |
| Participant deferral / active EE | $1,801 | $2,987-39.7% | $3,706-51.4% | $3,332-45.9% |
| Admin fee / account holder | $601 | $4,512-86.7% | $5,608-89.3% | $4,645-87.1% |