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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 | $31,095 | $73,787-57.9% | $98,716-68.5% | $82,448-62.3% |
| Participation rate | 32.7% | 61.4%-28.8pp | 69.3%-36.6pp | 68.1%-35.4pp |
| Annual return | 16.16% | 18.57%-2.4pp | 31.81%-15.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $92 | $1,511-93.9% | $2,279-95.9% | $2,551-96.4% |
| Participant deferral / active EE | $1,377 | $3,081-55.3% | $4,048-66.0% | $4,139-66.7% |
| Admin fee / account holder | $3,886 | $6,500-40.2% | $8,703-55.3% | $7,234-46.3% |