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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 | $37,328 | $83,898-55.5% | $133,346-72.0% | $94,015-60.3% |
| Participation rate | 30.8% | 63.4%-32.6pp | 72.8%-42.1pp | 70.8%-40.1pp |
| Annual return | 16.49% | 16.00%+0.5pp | 36.85%-20.4pp | 17.84%-1.4pp |
| Employer contribution / active EE | $290 | $1,821-84.0% | $2,853-89.8% | $2,790-89.6% |
| Participant deferral / active EE | $1,515 | $3,245-53.3% | $4,332-65.0% | $4,249-64.3% |
| Admin fee / account holder | $2,045 | $7,809-73.8% | $14,264-85.7% | $8,951-77.2% |