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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 | $36,657 | $86,940-57.8% | $102,434-64.2% | $80,935-54.7% |
| Participation rate | 42.4% | 72.4%-30.0pp | 76.5%-34.1pp | 67.7%-25.2pp |
| Annual return | 12.50% | 18.89%-6.4pp | 29.46%-17.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $369 | $2,370-84.4% | $3,023-87.8% | $2,757-86.6% |
| Participant deferral / active EE | $2,312 | $4,121-43.9% | $5,055-54.3% | $4,299-46.2% |
| Admin fee / account holder | $9,410 | $8,047+16.9% | $9,462-0.5% | $6,924+35.9% |