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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 | $29,039 | $81,487-64.4% | $102,412-71.6% | $80,935-64.1% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 11.74% | 25.60%-13.9pp | 24.94%-13.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $605 | $3,103-80.5% | $3,870-84.4% | $2,757-78.1% |
| Participant deferral / active EE | $2,983 | $3,871-22.9% | $5,060-41.1% | $4,299-30.6% |
| Admin fee / account holder | $2,042 | $6,717-69.6% | $8,388-75.7% | $6,924-70.5% |