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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 | $33,456 | $81,446-58.9% | $103,374-67.6% | $80,874-58.6% |
| Participation rate | 45.3% | 66.9%-21.6pp | 74.5%-29.2pp | 67.6%-22.4pp |
| Annual return | 13.71% | 25.57%-11.9pp | 24.89%-11.2pp | 35.62%-21.9pp |
| Employer contribution / active EE | $764 | $3,107-75.4% | $3,869-80.3% | $2,756-72.3% |
| Participant deferral / active EE | $2,392 | $3,870-38.2% | $5,058-52.7% | $4,297-44.3% |
| Admin fee / account holder | $2,235 | $6,715-66.7% | $8,394-73.4% | $6,935-67.8% |