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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 | $24,058 | $39,132-38.5% | $57,196-57.9% | $62,881-61.7% |
| Participation rate | 51.2% | 70.5%-19.3pp | 75.3%-24.2pp | 69.3%-18.1pp |
| Annual return | 7.04% | 9.24%-2.2pp | 14.59%-7.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $327 | $1,874-82.6% | $2,683-87.8% | $2,281-85.7% |
| Participant deferral / active EE | $871 | $2,374-63.3% | $3,096-71.9% | $3,203-72.8% |
| Admin fee / account holder | $3,375 | $2,594+30.1% | $3,141+7.5% | $4,296-21.4% |