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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 | $31,556 | $73,978-57.3% | $96,515-67.3% | $75,173-58.0% |
| Participation rate | 56.5% | 66.4%-10.0pp | 74.3%-17.9pp | 67.2%-10.7pp |
| Annual return | 14.49% | 26.72%-12.2pp | 35.73%-21.2pp | 160.72%-146.2pp |
| Employer contribution / active EE | $672 | $2,931-77.1% | $3,740-82.0% | $2,671-74.8% |
| Participant deferral / active EE | $2,641 | $3,660-27.9% | $4,880-45.9% | $4,126-36.0% |
| Admin fee / account holder | $4,035 | $5,219-22.7% | $6,735-40.1% | $5,651-28.6% |