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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 | $32,450 | $41,377-21.6% | $109,313-70.3% | $62,881-48.4% |
| Participation rate | 39.6% | 57.5%-17.9pp | 71.3%-31.6pp | 69.3%-29.7pp |
| Annual return | 7.43% | 11.05%-3.6pp | 22.07%-14.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $216 | $1,276-83.1% | $3,892-94.4% | $2,281-90.5% |
| Participant deferral / active EE | $832 | $2,045-59.3% | $3,166-73.7% | $3,203-74.0% |
| Admin fee / account holder | $2,396 | $2,884-16.9% | $5,666-57.7% | $4,296-44.2% |