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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 | $32,960 | $83,485-60.5% | $125,195-73.7% | $72,976-54.8% |
| Participation rate | 30.2% | 73.3%-43.1pp | 79.8%-49.5pp | 69.5%-39.3pp |
| Annual return | 21.30% | 25.77%-4.5pp | 43.79%-22.5pp | 81.02%-59.7pp |
| Employer contribution / active EE | $369 | $2,346-84.3% | $3,866-90.4% | $2,440-84.9% |
| Participant deferral / active EE | $2,126 | $3,586-40.7% | $4,937-56.9% | $3,608-41.1% |
| Admin fee / account holder | $1,033 | $5,518-81.3% | $9,704-89.4% | $5,124-79.8% |