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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 | $25,081 | $76,371-67.2% | $93,621-73.2% | $72,976-65.6% |
| Participation rate | 46.8% | 71.8%-24.9pp | 75.8%-29.0pp | 69.5%-22.7pp |
| Annual return | 18.79% | 25.82%-7.0pp | 32.76%-14.0pp | 81.02%-62.2pp |
| Employer contribution / active EE | $282 | $2,276-87.6% | $2,719-89.6% | $2,440-88.4% |
| Participant deferral / active EE | $1,409 | $3,538-60.2% | $4,070-65.4% | $3,608-60.9% |
| Admin fee / account holder | $4,647 | $6,839-32.1% | $7,890-41.1% | $5,124-9.3% |