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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 | $38,121 | $65,367-41.7% | $92,915-59.0% | $72,976-47.8% |
| Participation rate | 54.5% | 68.3%-13.8pp | 76.0%-21.5pp | 69.5%-14.9pp |
| Annual return | 18.94% | 42.11%-23.2pp | 109.45%-90.5pp | 81.02%-62.1pp |
| Employer contribution / active EE | $342 | $2,594-86.8% | $3,653-90.6% | $2,440-86.0% |
| Participant deferral / active EE | $2,797 | $3,128-10.6% | $4,238-34.0% | $3,608-22.5% |
| Admin fee / account holder | $3,352 | $4,251-21.2% | $5,796-42.2% | $5,124-34.6% |