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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 | $38,791 | $75,541-48.6% | $152,093-74.5% | $82,637-53.1% |
| Participation rate | 37.5% | 66.5%-29.0pp | 77.8%-40.3pp | 68.1%-30.6pp |
| Annual return | 13.31% | 32.56%-19.2pp | 66.36%-53.0pp | 53.51%-40.2pp |
| Employer contribution / active EE | $118 | $2,622-95.5% | $4,175-97.2% | $2,552-95.4% |
| Participant deferral / active EE | $2,334 | $3,206-27.2% | $5,451-57.2% | $4,126-43.4% |
| Admin fee / account holder | $6,203 | $6,405-3.2% | $14,497-57.2% | $7,339-15.5% |