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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 | $27,735 | $73,988-62.5% | $96,538-71.3% | $75,177-63.1% |
| Participation rate | 30.4% | 66.4%-36.0pp | 74.3%-43.9pp | 67.2%-36.8pp |
| Annual return | 14.25% | 26.73%-12.5pp | 35.74%-21.5pp | 160.75%-146.5pp |
| Employer contribution / active EE | $363 | $2,930-87.6% | $3,740-90.3% | $2,671-86.4% |
| Participant deferral / active EE | $2,138 | $3,660-41.6% | $4,880-56.2% | $4,126-48.2% |
| Admin fee / account holder | $1,549 | $5,220-70.3% | $6,737-77.0% | $5,651-72.6% |