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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 | $28,700 | $67,602-57.5% | $82,312-65.1% | $70,126-59.1% |
| Participation rate | 68.4% | 72.8%-4.4pp | 76.9%-8.5pp | 69.5%-1.1pp |
| Annual return | 19.54% | 21.57%-2.0pp | 25.88%-6.3pp | 73.15%-53.6pp |
| Employer contribution / active EE | $273 | $1,755-84.4% | $2,428-88.7% | $2,343-88.3% |
| Participant deferral / active EE | $1,535 | $2,987-48.6% | $3,706-58.6% | $3,332-53.9% |
| Admin fee / account holder | $2,258 | $4,512-49.9% | $5,608-59.7% | $4,645-51.4% |