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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 | $33,039 | $81,487-59.5% | $102,412-67.7% | $80,935-59.2% |
| Participation rate | 27.3% | 66.8%-39.6pp | 74.5%-47.2pp | 67.7%-40.4pp |
| Annual return | 23.73% | 25.60%-1.9pp | 24.94%-1.2pp | 35.66%-11.9pp |
| Employer contribution / active EE | $730 | $3,103-76.5% | $3,870-81.1% | $2,757-73.5% |
| Participant deferral / active EE | $2,712 | $3,871-29.9% | $5,060-46.4% | $4,299-36.9% |
| Admin fee / account holder | $445 | $6,717-93.4% | $8,388-94.7% | $6,924-93.6% |