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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 | $32,250 | $72,269-55.4% | $101,271-68.2% | $79,852-59.6% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 15.94% | 22.29%-6.4pp | 46.48%-30.5pp | 31.72%-15.8pp |
| Employer contribution / active EE | $580 | $2,692-78.4% | $3,660-84.1% | $2,471-76.5% |
| Participant deferral / active EE | $1,886 | $3,282-42.5% | $4,371-56.8% | $3,740-49.6% |
| Admin fee / account holder | $700 | $4,401-84.1% | $5,948-88.2% | $5,306-86.8% |