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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 | $31,928 | $65,364-51.2% | $92,909-65.6% | $72,975-56.2% |
| Participation rate | 35.9% | 68.3%-32.4pp | 76.0%-40.1pp | 69.5%-33.6pp |
| Annual return | 19.92% | 42.11%-22.2pp | 109.44%-89.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $218 | $2,594-91.6% | $3,653-94.0% | $2,440-91.1% |
| Participant deferral / active EE | $1,839 | $3,128-41.2% | $4,238-56.6% | $3,608-49.0% |
| Admin fee / account holder | $3,257 | $4,251-23.4% | $5,795-43.8% | $5,124-36.4% |