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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 | $30,260 | $86,940-65.2% | $102,434-70.5% | $80,935-62.6% |
| Participation rate | 44.1% | 72.4%-28.3pp | 76.5%-32.4pp | 67.7%-23.6pp |
| Annual return | 12.34% | 18.89%-6.5pp | 29.46%-17.1pp | 35.66%-23.3pp |
| Employer contribution / active EE | $638 | $2,370-73.1% | $3,023-78.9% | $2,757-76.9% |
| Participant deferral / active EE | $3,163 | $4,121-23.3% | $5,055-37.4% | $4,299-26.4% |
| Admin fee / account holder | $8,720 | $8,047+8.4% | $9,462-7.8% | $6,924+25.9% |