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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 | $34,792 | $75,541-53.9% | $152,093-77.1% | $82,637-57.9% |
| Participation rate | 19.7% | 66.5%-46.8pp | 77.8%-58.0pp | 68.1%-48.3pp |
| Annual return | 20.81% | 32.56%-11.8pp | 66.36%-45.6pp | 53.51%-32.7pp |
| Employer contribution / active EE | $111 | $2,622-95.8% | $4,175-97.3% | $2,552-95.7% |
| Participant deferral / active EE | $1,448 | $3,206-54.8% | $5,451-73.4% | $4,126-64.9% |
| Admin fee / account holder | $1,035 | $6,405-83.8% | $14,497-92.9% | $7,339-85.9% |