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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 | $34,548 | $76,696-55.0% | $96,538-64.2% | $71,529-51.7% |
| Participation rate | 30.3% | 66.6%-36.2pp | 74.3%-44.0pp | 67.9%-37.6pp |
| Annual return | 16.62% | 48.32%-31.7pp | 35.74%-19.1pp | 28.97%-12.3pp |
| Employer contribution / active EE | $455 | $3,032-85.0% | $3,740-87.8% | $2,590-82.4% |
| Participant deferral / active EE | $1,879 | $3,770-50.2% | $4,880-61.5% | $4,291-56.2% |
| Admin fee / account holder | $1,762 | $2,030-13.2% | $6,737-73.8% | $1,588+10.9% |