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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 | $31,951 | $67,602-52.7% | $82,312-61.2% | $70,126-54.4% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.9%-34.0pp | 69.5%-26.7pp |
| Annual return | 17.98% | 21.57%-3.6pp | 25.88%-7.9pp | 73.15%-55.2pp |
| Employer contribution / active EE | $268 | $1,755-84.7% | $2,428-89.0% | $2,343-88.6% |
| Participant deferral / active EE | $2,319 | $2,987-22.4% | $3,706-37.4% | $3,332-30.4% |
| Admin fee / account holder | $1,961 | $4,512-56.5% | $5,608-65.0% | $4,645-57.8% |