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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 | $76,834-51.4% | $108,359-65.6% | $87,485-57.3% |
| Participation rate | 30.8% | 61.7%-31.0pp | 70.1%-39.4pp | 68.9%-38.2pp |
| Annual return | 16.49% | 19.09%-2.6pp | 36.89%-20.4pp | 26.06%-9.6pp |
| Employer contribution / active EE | $290 | $1,556-81.3% | $2,399-87.9% | $2,596-88.8% |
| Participant deferral / active EE | $1,515 | $3,100-51.1% | $4,137-63.4% | $4,274-64.6% |
| Admin fee / account holder | $2,045 | $6,537-68.7% | $9,741-79.0% | $7,775-73.7% |