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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 | $29,747 | $54,541-45.5% | $78,778-62.2% | $70,126-57.6% |
| Participation rate | 36.7% | 60.8%-24.1pp | 69.2%-32.5pp | 69.5%-32.9pp |
| Annual return | 17.31% | 21.07%-3.8pp | 35.62%-18.3pp | 73.15%-55.8pp |
| Employer contribution / active EE | $190 | $1,089-82.6% | $1,986-90.4% | $2,343-91.9% |
| Participant deferral / active EE | $1,602 | $2,210-27.5% | $2,958-45.9% | $3,332-51.9% |
| Admin fee / account holder | $9,342 | $3,709+151.9% | $5,134+82.0% | $4,645+101.1% |