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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 | $32,486 | $65,361-50.3% | $92,903-65.0% | $72,983-55.5% |
| Participation rate | 44.2% | 68.3%-24.1pp | 76.0%-31.8pp | 69.5%-25.3pp |
| Annual return | 19.30% | 42.11%-22.8pp | 109.43%-90.1pp | 81.01%-61.7pp |
| Employer contribution / active EE | $360 | $2,594-86.1% | $3,653-90.1% | $2,440-85.3% |
| Participant deferral / active EE | $1,670 | $3,128-46.6% | $4,238-60.6% | $3,608-53.7% |
| Admin fee / account holder | $1,089 | $4,251-74.4% | $5,795-81.2% | $5,124-78.7% |