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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 | $38,307 | $86,938-55.9% | $102,423-62.6% | $80,925-52.7% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 11.61% | 18.89%-7.3pp | 29.42%-17.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $583 | $2,369-75.4% | $3,023-80.7% | $2,756-78.9% |
| Participant deferral / active EE | $2,196 | $4,120-46.7% | $5,054-56.5% | $4,299-48.9% |
| Admin fee / account holder | $4,684 | $8,053-41.8% | $9,455-50.5% | $6,940-32.5% |