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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 | $56,340 | $65,367-13.8% | $92,915-39.4% | $72,976-22.8% |
| Participation rate | 35.7% | 68.3%-32.6pp | 76.0%-40.3pp | 69.5%-33.8pp |
| Annual return | 21.72% | 42.11%-20.4pp | 109.45%-87.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $411 | $2,594-84.2% | $3,653-88.8% | $2,440-83.2% |
| Participant deferral / active EE | $1,501 | $3,128-52.0% | $4,238-64.6% | $3,608-58.4% |
| Admin fee / account holder | $1,239 | $4,251-70.9% | $5,796-78.6% | $5,124-75.8% |