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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 | $34,657 | $86,940-60.1% | $102,434-66.2% | $80,935-57.2% |
| Participation rate | 37.8% | 72.4%-34.6pp | 76.5%-38.7pp | 67.7%-29.8pp |
| Annual return | 10.81% | 18.89%-8.1pp | 29.46%-18.6pp | 35.66%-24.8pp |
| Employer contribution / active EE | $461 | $2,370-80.6% | $3,023-84.8% | $2,757-83.3% |
| Participant deferral / active EE | $2,067 | $4,121-49.8% | $5,055-59.1% | $4,299-51.9% |
| Admin fee / account holder | $18,041 | $8,047+124.2% | $9,462+90.7% | $6,924+160.5% |