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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 | $29,444 | $51,207-42.5% | $70,565-58.3% | $75,177-60.8% |
| Participation rate | 10.3% | 61.0%-50.7pp | 68.4%-58.1pp | 67.2%-56.9pp |
| Annual return | 30.35% | 30.05%+0.3pp | 32.79%-2.4pp | 160.75%-130.4pp |
| Employer contribution / active EE | $235 | $1,826-87.1% | $2,976-92.1% | $2,671-91.2% |
| Participant deferral / active EE | $994 | $2,850-65.1% | $4,568-78.2% | $4,126-75.9% |
| Admin fee / account holder | $4,786 | $4,097+16.8% | $6,430-25.6% | $5,651-15.3% |