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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 | $38,893 | $46,688-16.7% | $189,758-79.5% | $69,733-44.2% |
| Participation rate | 29.1% | 61.7%-32.6pp | 79.8%-50.7pp | 62.5%-33.3pp |
| Annual return | 14.45% | 14.35%+0.1pp | 52.62%-38.2pp | 15.22%-0.8pp |
| Employer contribution / active EE | $276 | $1,695-83.7% | $4,767-94.2% | $2,250-87.7% |
| Participant deferral / active EE | $1,022 | $2,143-52.3% | $5,856-82.5% | $3,054-66.5% |
| Admin fee / account holder | $2,204 | $1,700+29.6% | $20,388-89.2% | $3,102-29.0% |