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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 | $35,922 | $67,638-46.9% | $133,346-73.1% | $69,733-48.5% |
| Participation rate | 31.7% | 54.3%-22.6pp | 72.8%-41.1pp | 62.5%-30.7pp |
| Annual return | 11.69% | 13.38%-1.7pp | 36.85%-25.2pp | 15.22%-3.5pp |
| Employer contribution / active EE | $132 | $1,177-88.7% | $2,853-95.4% | $2,250-94.1% |
| Participant deferral / active EE | $1,622 | $2,567-36.8% | $4,332-62.6% | $3,054-46.9% |
| Admin fee / account holder | $12,565 | $4,814+161.0% | $14,264-11.9% | $3,102+305.1% |