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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 | $35,403 | $80,992-56.3% | $96,534-63.3% | $75,173-52.9% |
| Participation rate | 52.9% | 71.8%-18.8pp | 76.0%-23.0pp | 67.2%-14.3pp |
| Annual return | 18.27% | 27.05%-8.8pp | 25.88%-7.6pp | 160.72%-142.4pp |
| Employer contribution / active EE | $429 | $2,283-81.2% | $2,965-85.5% | $2,671-83.9% |
| Participant deferral / active EE | $1,885 | $3,929-52.0% | $4,851-61.1% | $4,126-54.3% |
| Admin fee / account holder | $865 | $6,717-87.1% | $8,253-89.5% | $5,651-84.7% |