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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 | $29,336 | $88,672-66.9% | $105,223-72.1% | $82,448-64.4% |
| Participation rate | 32.9% | 67.9%-35.0pp | 75.0%-42.2pp | 68.1%-35.2pp |
| Annual return | 16.68% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $546 | $3,048-82.1% | $3,689-85.2% | $2,551-78.6% |
| Participant deferral / active EE | $1,730 | $4,036-57.1% | $5,072-65.9% | $4,139-58.2% |
| Admin fee / account holder | $1,112 | $7,146-84.4% | $8,859-87.4% | $7,234-84.6% |