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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 | $33,065 | $87,166-62.1% | $76,735-56.9% | $137,256-75.9% |
| Participation rate | 26.3% | 74.4%-48.0pp | 69.5%-43.2pp | 80.0%-53.6pp |
| Annual return | 13.25% | 26.50%-13.2pp | 29.77%-16.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $81 | $2,904-97.2% | $2,454-96.7% | $4,156-98.1% |
| Participant deferral / active EE | $1,270 | $4,726-73.1% | $4,088-68.9% | $6,407-80.2% |
| Admin fee / account holder | $975 | $8,403-88.4% | $7,189-86.4% | $12,270-92.1% |