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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 | $35,913 | $81,476-55.9% | $102,383-64.9% | $80,925-55.6% |
| Participation rate | 42.0% | 66.8%-24.8pp | 74.5%-32.5pp | 67.7%-25.7pp |
| Annual return | 24.86% | 25.59%-0.7pp | 24.94%-0.1pp | 35.65%-10.8pp |
| Employer contribution / active EE | $465 | $3,105-85.0% | $3,870-88.0% | $2,756-83.1% |
| Participant deferral / active EE | $2,473 | $3,871-36.1% | $5,060-51.1% | $4,299-42.5% |
| Admin fee / account holder | $1,036 | $6,717-84.6% | $8,391-87.7% | $6,940-85.1% |