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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 | $36,742 | $87,834-58.2% | $133,975-72.6% | $62,881-41.6% |
| Participation rate | 48.1% | 83.4%-35.2pp | 87.1%-38.9pp | 69.3%-21.2pp |
| Annual return | 6.03% | 12.05%-6.0pp | 29.29%-23.3pp | 20.14%-14.1pp |
| Employer contribution / active EE | $518 | $3,482-85.1% | $5,211-90.1% | $2,281-77.3% |
| Participant deferral / active EE | $2,830 | $4,812-41.2% | $6,282-54.9% | $3,203-11.6% |
| Admin fee / account holder | $6,515 | $5,372+21.3% | $9,324-30.1% | $4,296+51.7% |