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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 | $34,832 | $67,602-48.5% | $82,312-57.7% | $70,126-50.3% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.9%-25.4pp | 69.5%-18.0pp |
| Annual return | 13.43% | 21.57%-8.1pp | 25.88%-12.4pp | 73.15%-59.7pp |
| Employer contribution / active EE | $155 | $1,755-91.2% | $2,428-93.6% | $2,343-93.4% |
| Participant deferral / active EE | $1,548 | $2,987-48.2% | $3,706-58.2% | $3,332-53.5% |
| Admin fee / account holder | $517 | $4,512-88.5% | $5,608-90.8% | $4,645-88.9% |