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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 | $34,221 | $45,343-24.5% | $150,298-77.2% | $67,986-49.7% |
| Participation rate | 32.7% | 51.9%-19.2pp | 77.8%-45.1pp | 57.2%-24.5pp |
| Annual return | 17.59% | 33.28%-15.7pp | 62.79%-45.2pp | 31.67%-14.1pp |
| Employer contribution / active EE | $183 | $1,462-87.4% | $4,154-95.6% | $2,019-90.9% |
| Participant deferral / active EE | $1,482 | $2,055-27.9% | $5,453-72.8% | $3,358-55.9% |
| Admin fee / account holder | $617 | $2,250-72.6% | $14,116-95.6% | $3,203-80.7% |