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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 | $29,756 | $81,504-63.5% | $102,437-71.0% | $80,959-63.2% |
| Participation rate | 28.6% | 66.9%-38.3pp | 74.5%-45.9pp | 67.7%-39.1pp |
| Annual return | 10.45% | 25.60%-15.1pp | 24.95%-14.5pp | 35.67%-25.2pp |
| Employer contribution / active EE | $740 | $3,104-76.2% | $3,871-80.9% | $2,757-73.2% |
| Participant deferral / active EE | $1,985 | $3,871-48.7% | $5,060-60.8% | $4,300-53.8% |
| Admin fee / account holder | $3,209 | $6,719-52.2% | $8,388-61.7% | $6,925-53.7% |