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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 | $29,122 | $65,364-55.4% | $92,909-68.7% | $72,975-60.1% |
| Participation rate | 34.4% | 68.3%-33.9pp | 76.0%-41.6pp | 69.5%-35.1pp |
| Annual return | 22.00% | 42.11%-20.1pp | 109.44%-87.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $282 | $2,594-89.1% | $3,653-92.3% | $2,440-88.4% |
| Participant deferral / active EE | $1,546 | $3,128-50.6% | $4,238-63.5% | $3,608-57.2% |
| Admin fee / account holder | $2,736 | $4,251-35.6% | $5,795-52.8% | $5,124-46.6% |