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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 | $36,698 | $75,541-51.4% | $152,093-75.9% | $82,637-55.6% |
| Participation rate | 42.6% | 66.5%-23.9pp | 77.8%-35.1pp | 68.1%-25.4pp |
| Annual return | 17.86% | 32.56%-14.7pp | 66.36%-48.5pp | 53.51%-35.7pp |
| Employer contribution / active EE | $292 | $2,622-88.9% | $4,175-93.0% | $2,552-88.6% |
| Participant deferral / active EE | $1,167 | $3,206-63.6% | $5,451-78.6% | $4,126-71.7% |
| Admin fee / account holder | $1,217 | $6,405-81.0% | $14,497-91.6% | $7,339-83.4% |