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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 | $27,835 | $76,407-63.6% | $150,298-81.5% | $82,448-66.2% |
| Participation rate | 53.1% | 66.4%-13.3pp | 77.8%-24.6pp | 68.1%-14.9pp |
| Annual return | 13.35% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $214 | $2,614-91.8% | $4,154-94.8% | $2,551-91.6% |
| Participant deferral / active EE | $1,935 | $3,214-39.8% | $5,453-64.5% | $4,139-53.2% |
| Admin fee / account holder | $3,707 | $6,352-41.6% | $14,116-73.7% | $7,234-48.8% |