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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 | $58,214 | $62,086-6.2% | $90,259-35.5% | $64,340-9.5% |
| Participation rate | 38.4% | 53.9%-15.5pp | 70.7%-32.3pp | 55.2%-16.8pp |
| Annual return | 16.66% | 16.73%-0.1pp | 18.88%-2.2pp | 24.14%-7.5pp |
| Employer contribution / active EE | $179 | $1,883-90.5% | $2,291-92.2% | $1,862-90.4% |
| Participant deferral / active EE | $1,290 | $2,557-49.6% | $3,827-66.3% | $2,980-56.7% |
| Admin fee / account holder | $1,886 | $3,317-43.2% | $7,267-74.1% | $3,703-49.1% |