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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 | $38,242 | $67,602-43.4% | $82,312-53.5% | $70,126-45.5% |
| Participation rate | 38.9% | 72.8%-33.9pp | 76.9%-38.0pp | 69.5%-30.7pp |
| Annual return | 12.37% | 21.57%-9.2pp | 25.88%-13.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $192 | $1,755-89.0% | $2,428-92.1% | $2,343-91.8% |
| Participant deferral / active EE | $1,382 | $2,987-53.7% | $3,706-62.7% | $3,332-58.5% |
| Admin fee / account holder | $2,188 | $4,512-51.5% | $5,608-61.0% | $4,645-52.9% |