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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 | $34,931 | $60,349-42.1% | $74,184-52.9% | $62,881-44.4% |
| Participation rate | 56.8% | 72.7%-16.0pp | 76.6%-19.9pp | 69.3%-12.5pp |
| Annual return | 8.83% | 21.38%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $160 | $1,680-90.5% | $2,370-93.2% | $2,281-93.0% |
| Participant deferral / active EE | $1,522 | $2,856-46.7% | $3,550-57.1% | $3,203-52.5% |
| Admin fee / account holder | $444 | $4,261-89.6% | $5,586-92.1% | $4,296-89.7% |